JP Mortenson

Business Development Consultant

J.P. Mortenson adds value to Carson with his fast-paced competitive background and his willingness to fit advisors for either Carson Partners or Carson Coaching.

Prior to joining Carson, J.P. worked for Dakota Business Lending as a Finance Intern and Closing Specialist while getting his undergraduate degree at Minnesota State University Moorhead in finance and business marketing. J.P. also was a member of the MSUM football team and was a winner of the Dragon Award for his excellence on and off the football field. He is currently earning his MBA at Creighton.

J.P. enjoys competition and being active. His favorite sports/activities are football, baseball, hockey, golfing, hiking, fishing and anything that keeps him moving.

Getting To Know JP

Favorite food

Filet mignon medium rare

Favorite TV show

“The Office”

What motivates J.P.

Any type of competition

Favorite book

Can’t Hurt Me by David Goggins

Something on JP’s bucket list

Summit Mount Rainier

Favorite movie

“Good Will Hunting”… Because it reminds J.P. of himself

Favorite quote

“Success is a byproduct of hard work.”

Executive Leadership

Teri Shepherd


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

JoAnn Abt

Corporate Counsel

Scott Conroy

Managing Partner, Coaching & Consulting

Lantz Hunt

Chief Transformation Officer

Aaron Schaben


Executive Board

Teri Shepherd


Jim Brown

Board Member

Ron Carson

Founder & CEO

Kevin Bhatt

Board Member

Aaron Schaben


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