Katie Grider

National Sales Manager

Katie is passionate about helping advisors who want to improve, develop or change their practices. Whether it is delivering first-class client experiences, growing assets, on-demand succession options, adding cutting-edge technology or providing more transparent investments, Katie specializes in proven solutions using scalable efficiencies.

Katie started her financial services career over 20 years ago as a personal banker for Bank of the West. Katie earned her Master of Science in Finance from the University of Colorado at Denver and a Bachelor of Science in Real Estate and Construction Management from the University of Denver. Prior to joining Carson, Katie managed new product distribution in the independent broker-dealer and RIA channels across the US for a $4 billion global real estate investment firm. She spent nearly 7 years there and successfully built and led a high performance eastern U.S. distribution division and was ultimately promoted to Executive Vice President of National Accounts and member of the Board of Directors. After earning her master’s degree, Katie spent 4 years at a top brokerage firm and sold nearly $3 billion of multi-family assets as an Institutional Commercial Real Estate Broker. Katie spent time as a Market Leader at Blackrock and realized that portfolio construction is just one piece of the puzzle advisors need to solve for to deliver value beyond a doubt to their clients. Katie holds series 7, 63, 65, and 24 licenses.

Outside of work, you’ll find Katie spending time with her kids and family. Katie is an avid Broncos fan and has season tickets that have been in her family since the ‘60s. Her passions include real estate investing, working out, skiing and red wine.

Getting To Know Katie

Best piece of financial advice Katie has received

Stay out of debt

Favorite quote

“We become what we think about most of the time, and that is the strangest thing.” – Earl Nightingale and of Course any and all quotes from Ron Carson, including, “You haven’t failed until you quit trying.”

Favorite book

Think and Grow Rich by Napoleon Hill

What motivates Katie

Being the best at what she does and accomplishing her goals.

Place Katie would most like to visit

 Katie is Irish and Italian, so naturally Ireland and Italy are on her list.

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