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Greg Opitz

Executive Business Coach

Greg has been working with financial planners for his entire professional career. Before joining Carson Coaching in May 2006, Greg served seven years as Director, Certification Services at the Certified Financial Planner Board of Standards. For the four years prior to his experience at the CFPÒ Board, Greg was the Director, Student Service Center at the College for Financial Planning. He likes to joke with members, “I spent four years educating advisors, then seven years certifying them, and now consulting with them to enhance their practice and their lives.”

Greg’s 17 years of prior managerial experience is drawn upon every day to assist coaching members. It is not simply the 17 years that is critical; but rather, the quality and diversity of that experience. Greg notes, “I worked with some incredibly gifted people at the College for Financial Planning and CFPÒ Board. Those non-profit cultures were very calm and thoughtful. I still work with a bunch of gifted people; the difference is the entrepreneurial spirit in the Carson Coaching office. The way we see the world, and the pace and manner in which change occurs is very different. I enjoy both cultures. The education from that transition is what I find so valuable. The experience of working in these different cultures often helps me see things in ways that are helpful and transferable to members.”

Many of Greg’s long-term members’ practices are now businesses. Although this is somewhat an ‘execution wins’ industry, working with larger, mature businesses and helping with their strategic thinking and vision is enriching, challenging, and rewarding for him.

Greg earned both his Bachelors Degree in Economics and MBA Degree from the University of South Dakota. Greg, and his wife, Marilyn, have been married since 1985 and have three daughters. His family is his first passion and priority, but Greg would enjoy fishing every day if possible.

Getting To Know Greg

Favorite food

Ice Cream

Best piece of financial advice received

Save and don’t buy things you can’t afford

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

Jesus Christ

Hidden talent

Babies seem to love me and my daughters don’t know why!

Favorite book

Harry Potter

Favorite movie

Schindler’s List

Favorite TV show

Game of Thrones

What motivates you

Simply trying to do the right thing

Favorite holiday

Christmas

Something on your bucket list

Get to all 50 states …missing a couple

Place you’d most like to visit

Ireland

Biggest accomplishment

 Married since 1985

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

President

JoAnn Abt

Corporate Counsel

Scott Conroy

Managing Partner, Coaching & Consulting

Lantz Hunt

Chief Transformation Officer

Aaron Schaben

President

Executive Board

Jim Brown

Board Member

Ron Carson

Founder & CEO

Teri Shepherd

President

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

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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