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Michael Rose

Executive Business Coach

As an experienced financial advisor and practice management consultant, Michael leverages his 18 years in the financial industry when providing advisors the guidance they need to reach new levels of success. He makes it his mission and purpose
to help his members turn the practice of their dreams into a reality. Whether it’s accumulating assets, reaping the rewards of a more disciplined approach, or finding the next ideal client, Michael offers strategies, techniques, and tools to help advisors meet their goals.

Michael began his career in the financial industry in 2000, when he built a successful advisory practice in Sarasota, Florida. In 2009, he moved his family to Minnesota, and subsequently spent the next several years as a consultant, aiding advisors around the country as they fine-tuned their processes and created road maps for transformation.

Immediately prior to joining Carson Group, Michael led the practice development department at RBC Wealth Management. He worked with advisors and their teams to implement an organized, systematic approach to client service and communication, allowing them to create a unique experience that turned clients into enthusiastic advocates who pro-actively promoted their advisor.

Michael is particularly motivated to help advisors identify and express their values and vision. He believes that encouraging his members to incorporate these into their professional and personal lives will in turn inspire their clients to do the same. His other special interests include the merging of financial and life planning and the gamification of the financial planning process.

Michael is a graduate of Boston University where he received a Bachelor’s degree in finance. He enjoys spending time with his daughter Emma, and, in the warmer months, spends as much time as possible on the bicycle trails.

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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