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Mike Drennen

Vice President, Business Consulting

As Vice President of Strategic Relationships, Mike’s primary focus is to support the growth efforts of all the strategic partners within Carson Group.  By leveraging all the tools and resources available through Carson Group and his prior experiences working with RIA firms, Mike strives to deliver innovative and strategic solutions to help our partners achieve their goals.

Mike joined Carson Group in July 2017.  Prior to joining Carson, he spent eight years at Fidelity Investments and most recently as a member of the National Accounts Relationship Management team supporting many of the largest and most complex clients within the RIA industry.  Mike was responsible for supporting the strategic and daily operational needs of his client base, driving net new assets to the platform, creating new revenue opportunities and improving the overall profitability for each client.  Before joining the National Accounts team, he spent time in Fidelity’s Asset Management division as a Director of Finance as well as several different positions within the firm’s Finance and Accounting divisions.

Mike began his career at Fifth Third Bank in Cincinnati, Ohio as an associate in their Financial Leadership Program. Mike earned a Bachelor of Science Degree in Accounting from Miami University in Oxford, Ohio and holds his Series 7 and 63 licenses.

He currently lives in Boston, Massachusetts with his wife Katie, his two daughters Charlotte and Madelyn, and their dog Brady.  Mike enjoys spending time with his family, playing soccer, basketball, golf, and is an avid Florida State Seminoles fan.

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

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