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Nelly Carson

Chief Comfort Officer

As Chief Comfort Officer, Nelly provides comfort and emotional support to the Carson Wealth team with her joyful nature, calm demeanor and eagerness to interact with all internal stakeholders and clients. Prior to joining Carson Wealth, Nelly interned at The Lodge in Tekamah, Nebraska, specializing in pheasant hunting. Her behavioral training has proved to be a positive influence during company meetings in the Wall Street conference room. Nelly currently resides with the Carson family and when she is not in the west hallway of the office, she works primarily from home.

Getting To Know Nelly

Favorite Quote

 Fetch!

If Nelly could meet anyone, past or present, it would be

 Lassie

Hidden talent/skills

 Can catch a pheasant at record speed

What motivates Nelly

 Treats!

Favorite holiday

Bring your dog to work day

Something on Nelly’s bucket list

 Eat an entire box of Milkbone treats in one setting

Hidden Talent

 Shaking, sitting and laying down on command

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