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JoAnn Abt

Corporate Counsel

JoAnn is an accomplished attorney with more than 10 years of experience working in highly-regulated industries. She received her Bachelor’s Degree from the University of Nebraska-Omaha and is a Cum Laude graduate from the Creighton School of Law where she received her Juris Doctorate. She has also participated in the FINRA/Wharton Certified Regulatory and Compliance Professional Program at the Wharton School at the University of Pennsylvania.

Prior to joining the team, JoAnn spent more than 15 years working in the financial services and insurance industries holding positions such as Compliance Director and Assistant General Counsel. Combining her unique blend of legal and compliance skills, JoAnn seeks to create and maintain an environment which ensures both internal stakeholders and clients can be certain their best interests are top of mind.

JoAnn is a lifelong resident of Omaha where she and her husband, Jim, currently make their home. She has three children, Joe, Jack and Katie. In her free time, she likes to watch her children participate in a wide variety of activities, read and cook. JoAnn is also an avid supporter of Special Olympics Nebraska and Children’s Respite Care Center.

Getting To Know JoAnn

Favorite food

It’s a tie. Anything at all with peanut butter or nachos.

Favorite Quote

“Be faithful in small things because it is in them that your strength lies.” -Mother Theresa

What motivates JoAnn

Her family.

Place JoAnn would most like to visit

The Vatican

Biggest Accomplishment

Going to law school while working and being a mom to three children, and still graduating with honors.

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

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

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

Pamela Peña

Business Development Consultant, West

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

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

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