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J.J. Peller

Business Coach

The financial advisory industry is in J.J.’s blood. After graduating with an economics degree from Wabash College in Indiana, he joined his father’s financial advisory team at Merrill Lynch, where he learned the ropes and built a passion for the profession. J.J. spent the first five years of his career on a three-advisor team at Merrill Lynch, mastering the skill of building relationships with affluent clients to better understand their needs and to ensure continuity of the relationships.  He spent much of his time helping the team grow by networking in the community, hosting client appreciation events, organizing intimate events with clients and prospective clients, and leveraging LinkedIn and other digital platforms to develop new relationships.

During his tenure on the team, J.J. also implemented several key initiatives to help the firm improve the client experience and internal efficiencies.  He led the charge in utilizing the team’s CRM system and other technology to consistently communicate with clients and prospective clients and worked with two senior advisors to enhance the client experience by refining the team’s client review meetings, financial planning, and solution development.  With these enhancements, client conversations moved from focusing on portfolio performance to focusing on the client’s specific needs, goals, and dreams and how to achieve those goals with a customized plan, leading to a deeper client engagement and better client experience.

After spending several years as a financial advisor, J.J. found his calling in helping other financial advisors grow their businesses by founding and growing an entrepreneurial venture where he built a business around professional speaking, training and coaching leaders in the advisory and corporate professions.

J.J. is constantly reading books and listening to podcasts on professional development, personal growth, and financial advisory business best practices and strategies; he brings that knowledge and expertise to all of his coaching members.

His high-energy personality helps him build people up, while creating the right environment to provide constructive coaching that helps members reach their goals. A native of Valparaiso, Indiana, J.J. loves spending time with his wife, Lauren, and serving at his church in his free time.

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

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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