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Pamela Peña

Business Development Consultant, West

Pamela has been a Wealth advisor with Carson Wealth since 2014. Her previous experience in equity research analysis, small business lending, as well as real estate law and development, create a great foundation to manage and understand her clients’ complex mixture of asset classes, within their portfolios. As a Certified Financial Planner™ professional, Pamela believes investment management to be one branch of a client’s financial profile. She simplifies her client’s financial futures, by adding an additional focus to Retirement Income and Savings Planning, Tax Planning, Risk Management, Estate planning and Education Planning. It is through this in depth process, Pamela maintains continuous communication with her clients and lives up to Carson Wealth’s massive transformative purpose to be her client’s most trusted advisor.

Pamela graduated from Florida International University with a Bachelor’s Degree in Business Administration with an emphasis in Finance & Banking. She is currently pursuing a Master’s Degree in Financial Planning at Kansas State University.

Pamela believes in the importance of bringing financial literacy, and leadership development, to her community, and has worked to support it. She has lead workshops at the University of Nebraska, The Hispanic Chamber of Commerce, FemCity, The Latino Center of the Midlands, and All About Omaha. In addition, she leads an employer series on financial wellness. Her efforts were recognized by the Financial Planning Association in September of 2015, and she was the recipient of the 2015 Diversity Scholarship*.

Pamela has family spread across the U.S. and South America. She is working on mastering dog travel with her 2 year old Australian Shepard, and hopes to one day be decent at Golf. She loves traveling with her family, flying airplanes, yoga, live music shows, teaching people to dominate their money, and playing fetch with her dog Orie.

Getting To Know Pamela

Favorite food

Indian food, macaroons, and my grandma’s Ajiaco

Best piece of financial advice Pamela has received

“Don’t wait for the right time to save and invest, start small or big, but do it now”

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

My grandfather Rafael Serrano

Hidden talent

Songwriting

What motivates Pamela

People who rise up to the challenge

Favorite holidays

4th of July, Thanksgiving, and New Year’s Eve

Something on her bucket list

Mastering piano and flying airplanes

Place she’d most like to visit

Constants are Colombia and France. Next destinations are Italy, Greece, & Thailand

Biggest accomplishment

I’m on my way to help one billion people

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