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Katie Wurth

Associate Vice President, Business Development, East

As Associate Vice President, Business Development, Katie works alongside financial advisors to help them look at the industry landscape and choose a partner who has their client’s best interest in mind. Katie likes to have a deep understanding of an advisor’s business and deliver value-added solutions that will truly transform how they do business and improve their client’s experience. Katie is changing the lives of advisors and the investors they serve.

Katie joined Carson in December 2013. She graduated from the University of Nebraska Omaha with a Bachelor of Science in Business Administration in Communications and brings over a decade of sales and client retention/satisfaction experience to her current role. Before she started helping advisors pursue their goals, she was assisting small business owners by developing marketing solutions at one of the leading providers of data gathering in the country and was the Director of Member Services at one of the nation’s leading health and fitness clubs.

When she’s not at work, Katie likes to stay active and spend time in her kitchen with her fiancé, Dan, creating new recipes. She is lucky enough to have a huge family – three brothers, two sisters, ten nieces and nephews and two parents who have been happily married for 40 years – and they all get together every Sunday for family dinner. She also has the most adorable German shepherd named Bella. She has Katie’s heart and has a ton of energy so she takes up most of her free time.

Getting To Know Katie

Favorite food

Popcorn

Favorite quote

“If you haven’t found it yet, keep looking.” – Steve Jobs

Favorite holiday

Christmas

What motivates Katie

Knowing that she’s adding value to the relationships she keeps

Places Katie would most like to visit

Italy, Greece, Thailand

Favorite movie

“Love Actually”

If Katie could meet anyone past or present

Oprah

Favorite book

Bossypants by Tina Fey

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