Chelsie Morales

Associate Vice President, Business Development, West

As an Associate Vice President of Business Development, Chelsie helps advisors design and implement solutions for their everyday challenges. Chelsie believes that getting to know advisors on a deep and personal level allows her to better understand their pain points and customize a solution to help them achieve that next level of success.

Chelsie graduated with a Bachelor of Science in Business Administration from the University of Nebraska at Kearney, followed by her MBA from the W.P. Carey School of Business. Her most recent role was an Account Manager for the second-largest travel nursing company in the country. She spent her time cultivating relationships with the hospital managers, along with placing and managing 250+ nurses at a time.

Outside of work, Chelsie enjoys staying active, spending time outdoors with her husband, Will, and chihuahua, Moose, and most recently loving on their new son, Carson. When grandma and grandpa want to babysit, Chelsie and Will love to attend local concerts, and have attended over 50 (and counting) so far.

Getting To Know Chelsie

Favorite food

Her mother-in-law’s homemade enchiladas

Favorite quote

“If it doesn’t challenge you it won’t change you.”

Favorite book

Small Great Things by Jodi Picoult

What motivates Chelsie

Being the best possible version of herself, in order to help create a life of opportunities for her son.

Favorite holiday


Place Chelsie would most like to visit


Executive Leadership

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

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

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

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

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 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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