BACK TO TEAM

Andrew Rogers

Advisor Solutions Manager

Andrew graduated from Creighton University’s Heider College of Business with degrees in Financial Analysis and Business Intelligence and Analytics. He joined the Carson Group team as an intern in 2013 where he worked closely with the Marketing, Operations, and Client Relations teams as well as our Carson Group Partners. Andrew joined the Carson Group team full time in July 2016 as a Strategic Opportunities Associate and looks forward to continuing to assist partners and the team reach their goals.

While going to school full-time Andrew co-founded JayClean, an on-campus dry-cleaning business for student’s faculty and staff at Creighton University. For his work founding JayClean Andrew was nominated as Student Entrepreneur of the year in 2015 by the Silicon Prairie News and an inaugural recipient of the International Franchising Association Next Gen in Franchising finalist award. He was heavily involved on Creighton’s campus as a fellow in the Heider College of Business Dean’s Fellows Program and serving as a member of the advisory board, the Anna Tyler Waite Leadership Program, past President of Alpha Kappa Psi business fraternity and the 2014-2015 Executive Director of Creighton Universities 3-Day Startup program.

Andrew is an avid sports fan but especially likes soccer. He volunteers as a youth soccer coach in Omaha and is active with Big Brothers Big Sisters of the Midlands and Habitat for Humanity. When not watching or coaching sports or mentoring Andrew enjoys cooking, reading and pretty much anything outdoors.

Getting To Know Andrew

Favorite food

In-n-Out – the struggle is real for every West Coaster living in the wasteland east of In-n-Out

Best piece of financial advice received

“A dollar saved is a dollar earned” Andrew’s Dad…and I am sure 1,000’s of others!

What motivates Andrew

New things, people, obstacles, journeys, friendships, adventures…anything that pushes him outside of his comfort zone and challenges him to try something new.

Something on Andrew’s bucket list

Attend every major sporting event in the United States by 40 and in the world by 60 (yes, he does have a list if you are curious!), visit all 50 states and 7 continents, walk across the Great Wall of China, learn to sail, hike a 14’er in Colorado, and stand on the field at kickoff of a USC vs. Notre Dame football game. FIGHT ON!

Executive Leadership

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

Chief Operating Officer

JoAnn Abt

Corporate Counsel

Scott Conroy

Managing Partner, Coaching & Consulting

Katie Grider

National Sales Manager

Lantz Hunt

Chief Transformation Officer

Aaron Schaben

Executive Vice President, Managing Partner

Executive Board

Jim Brown

Board Member

Ron Carson

Founder & CEO

Teri Shepherd

Chief Operating Officer

Kevin Bhatt

Board Member

Aaron Schaben

Executive Vice President, Managing Partner

Coaching & Consulting

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

Mike Drennen

Vice President, Business Consulting

Scott Conroy

Managing Partner, Coaching & Consulting

Jason Carver

Vice President, Mergers & Acquisitions

Sarah Cain

Vice President, Coaching & Consulting

Business Development

Pamela Peña

Business Development Consultant, West

Andy Larson

Business Development Consultant, Central

Greg Hunter

Vice President, Business Development, East

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 Grider

National Sales Manager

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

Go Beyond the Ordinary

Learn How To Grow Your Firm Without Losing Your Client Focus At Excell 2019.
close-link