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Diana Koger

Client Relationship Specialist

Diana is a Client Relationship Specialist for Carson Group Coaching. She provides independent financial advisors with guidance and direction in the daily execution of their business goals. She discovers the challenges advisors need to overcome, directs them to Carson Group Coaching’s content and tools, and guides them through tactical consultation to move the needle.

In a way, Diana’s role is designed to help advisors close the knowing-doing gap. She rarely comes across an advisor who doesn’t know what they need to do to become successful. Diana provides accountability when motivation isn’t present and direction when focus is lost – and does so through the use of Carson Group Coaching’s tested content and proven growth concepts.

Diana brings many skills and talents to the team at Carson Group Coaching. She specializes in marketing strategies, social media, content marketing, website design consultations, and practice management. She has her Bachelor’s degree in Marketing Management and is working towards her Master’s Degree in Organizational Leadership from Bellevue University.

Diana grew up in rural Nebraska and now calls Omaha home. She and her husband have two beautiful children and together they enjoy camping, Husker football, and being outside every chance they get.

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

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

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 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