Aaron Schaben


With a focus on continually improving the overall client experience, Aaron is always researching and working with partners to bring new strategies, enhance communications, improve client education and drive transparency for our clients.

Aaron graduated summa cum laude from Creighton University with a Bachelor of Science degree in Finance. He has completed two levels of the CFA® program. Prior to joining Carson Wealth, Aaron was actively involved in his family’s businesses in the agriculture space. Aaron has served Carson Wealth clients as a Wealth Advisor prior to his role as Managing Director. Aaron holds the securities 7 license with Cetera Advisor Network and the 66 with CWM, LLC.

Spending time with his wife, Jenna, and sons, Madden and Linden, are where you will find Aaron outside of work. In addition to time with family and friends, he enjoys reading, upland game hunting, biking and time on the water. He also has a collection of his favorite board game, Monopoly, with 30+ and counting.

Getting To Know Aaron

Favorite food

Steak raised on his father-in-law’s farm and fresh off the grill

Best piece of financial advice received

Focus on the asset side of your balance sheet. Also, during junior high, Aaron read the book, Rich Dad Poor Dad by Robert Kiyosoki and began to truly understand the power of having an investor mindset and mentality instead of a consumer mindset.

Favorite quote

“We are what we repeatedly do. Excellence, then, is not an act, but a habit.” – Aristotle

If Aaron could meet anyone, past or present, it would be

His paternal grandfather who passed way too young. Aaron states that he would love to have a conversation with his grandfather and dad. He has heard so many great things about his grandfather and thinks they would have a lot in common.

Favorite book

Peak Performance Principles of High Achievers by John R. Noe. A successful, self-made businessman, mentor and family friend gave Aaron this book for graduation and he has read and reread it multiple times. Aaron shares that it is out of print but definitely worth finding.

What motivates Aaron

Do well by doing good; doing something nice for people that may never know and that could never repay you.

Place Aaron would most like to visit

China and Dubai

Executive Leadership

Alex Rodawig

Managing Director & Head of Carson Wealth

Ben Mathis

Chief Information Officer

Jud Mackrill

Chief Marketing Officer

Kim Reed

VP, Finance

Dan Tobin

Chief Compliance Officer

David Screnar

Chief Financial Officer

Kelsey Ruwe

VP, Talent

Nelly Carson

Chief Comfort Officer

Ron Carson

Founder & CEO

Teri Shepherd


JoAnn Abt

Corporate Counsel

Scott Conroy

Managing Partner, Coaching & Consulting

Lantz Hunt

Chief Transformation Officer

Aaron Schaben


Executive Board

Jim Brown

Board Member

Ron Carson

Founder & CEO

Teri Shepherd


Kevin Bhatt

Board Member

Aaron Schaben


Coaching & Consulting

J.J. Peller

Business Coach

Ryan Heppner

Coaching Consultant

Joanna Swanson

Vice President, Advisor Development

Brenda Tellier

Director of Event Experiences

Barb White

Event Experiences Coordinator

Pam Burwell

Senior Operations Associate

Diana Koger

Client Relationship Specialist

Mindy Dalrymple

Client Relationship Specialist

Tammy Breitenbach

Executive Business Coach

Scott Wood

Executive Business Coach

Bobby Steinau

Vice President, Business Consulting

Michael Rose

Executive Business Coach

Greg Opitz

Executive Business Coach

Scott Conroy

Managing Partner, Coaching & Consulting

Jason Carver

Vice President, Mergers & Acquisitions

Sarah Cain

Vice President, Coaching & Consulting

Business Development

Morgan Mithlo

Business Development Consultant, Central

Tyler Hamik

Business Development Consultant, East

Steven M. Laska

Vice President, Business Development, East

Pamela Peña

Business Development Consultant, West

Andy Larson

Business Development Consultant, Central

Lisa Synowicki

Director of Business Development Operations

JP Mortenson

Business Development Consultant

Chelsie Morales

Associate Vice President, Business Development, West

Jessica Brooks

Associate Vice President, Business Development - Central Region

Ethan Goff

Business Development Consultant

Katie Wurth

Associate Vice President, Business Development, East

Kristi Harrison

Associate Vice President, Business Development, Central

Jessica Perez

Vice President, Business Development, West

Dani Slattery

Senior Business Development Associate

Randy Harrison

Vice President, Business Development, Central

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