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Ben Mathis

Chief Information Officer

As Chief Information Officer, Ben brings a unique perspective to Carson Wealth by having worked in variety of industries. Ben brings fresh and innovative ideas to the firm, which enhances our technology solutions for our clients.

Ben joined Carson Wealth in April 2013 as the firm’s Chief Technology Officer. He has worked in the technology field for more than 13 years, most recently serving as Vice President of Technology for PayFlex Systems USA, Inc., an industry-leading, account-based health plan administrator. Ben also has leadership experience in the financial services industry, including functioning as the head of IT Infrastructure at a Broker/Dealer.

Ben is a lifelong Omaha area resident and has been married to his wife, Dawn, since August 2002. Dawn works as a supervisor for the ESL department of a local school district. They enjoy spending time with friends and family, music, playing golf and are avid Husker and Green Bay Packer fans. They love spending time outdoors, working in their garden, grilling their favorite foods and taking some time to relax.

Executive Leadership

Teri Shepherd

President

Janet Anderson

VP, Operations

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

JoAnn Abt

Corporate Counsel

Scott Conroy

Managing Partner, Coaching & Consulting

Lantz Hunt

Chief Transformation Officer

Aaron Schaben

President

Executive Board

Teri Shepherd

President

Jim Brown

Board Member

Ron Carson

Founder & CEO

Kevin Bhatt

Board Member

Aaron Schaben

President

Coaching & Consulting

Jessica Harrington

Executive Business Coach

J.J. Peller

Business Coach

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 Sales 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

Justin Starnes

Senior Vice President, Sales & Distribution

Mark Page

VP, Strategic Partner Development

Morgan Mithlo

Business Development Consultant, Central

Tyler Hamik

Business Development Consultant, East

Steven M. Laska

Vice President, Business Development, East

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 McGuire

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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