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Jessica Perez

Vice President, Business Development, Southwest

Jessica is driven by assisting advisors in reaching their goals, building better relationships with their clients and increasing efficiencies so they may enjoy a better quality of life. Jessica has served financial advisors across the country for 10 years and her greatest strength is her persistence and determination in developing optimal solutions for advisor needs.

Jessica graduated from Arizona State University with a Bachelor of Science in Business Management and a Certificate in International Business. Prior to joining Carson, Jessica assisted an international real estate firm in growing from $1.7B to $4B in assets. Her most recent role, Vice President of National Accounts, included managing and growing the distribution channel of both RIAs and independent broker-dealers. Prior to that, she was the Vice President of Sales in the Northeast for five years where she consistently helped financial advisors in presenting unique investment strategies to their clients. In 2012, Jessica was featured as the alumni keynote speaker at her former high school’s commencement ceremony.

Outside of work, Jessica loves spending time with her husband, Sean, their daughter, Lilianna, and handsome Yorkshire terrier, Leonidas. Jessica and Sean are both natives of Arizona but enjoy escaping the summer heat to cooler climates. Jessica enjoys wine and craft beer tasting, working out, swimming, camping, cooking, family gatherings and international travel.

Getting To Know Jessica

Favorite food

Caprese salad and spaghetti bolognese

Favorite quote

“You can do anything, but you can’t do everything.” – David Allen

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

Her great-grandma

Hidden talent/skills

Remodeling/home design (SHE LOVES IT!)

Favorite book

Beach Money by Jordan Adler

Favorite TV show

“Law & Order”

What motivates Jessica

SUCCESS! Be successful in all that she sets her mind to.

Favorite holiday

Thanksgiving, she loves FOOD!

Something on Jessica’s bucket list

Skydiving or a hot air balloon ride (She is planning to do both soon!)

Place Jessica would most like to visit

Spain, Greece and South America

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

Bryan Powell

Executive 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

Jason Miller

Manager, Client Service

Tammy Breitenbach

Executive Business Coach

Scott Wood

Executive Business Coach

Michael Rose

Executive Business Coach

Greg Opitz

Executive Business Coach

Ellen Konsdorf

Executive Business Coach

Mike Drennen

Vice President, Business Consulting

Scott Conroy

Managing Partner, Coaching & Consulting

Jason Carver

Vice President, Mergers & Acquisitions

Sarah Cain

Vice President, Coaching & Consulting

Business Development

Andy Larson

Business Development Consultant, Central

Greg Hunter

Vice President, Business Development - East

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

Mark Wellwood

Vice President, Business Development, Northwest

Katie Wurth

Associate Vice President, Business Development, East

Kristi Harrison

Associate Vice President, Business Development, Central

Jessica Perez

Vice President, Business Development, Southwest

Dani Slattery

Senior Business Development Associate

Randy Harrison

Vice President, Business Development, Central