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Pamela Peña

Business Development Consultant, West

As a Business Development Consultant, Pamela does more than echo a sales pitch. Working as an advisor at Carson Wealth since 2014, Pamela gets your needs because she’s been in the trenches like you. She is dedicated to identifying advisors who want to fall in love with their business again – advisors who want to spend more time doing what they love, not what they have to.

In addition to her experience at Carson Wealth, she is a Certified Financial Planner™ professional. Pamela believes investment management is an important branch of a client’s financial profile but also recognizes advisors who lead with the in-depth planning process act as a true fiduciary. Her previous experience in equity research analysis and small business lending, as well as real estate law and development, create a great foundation to understand advisors’ complex practices.

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’s family is spread across the US and South America. She’s working on mastering dog travel with her 2-year-old Australian Shepard and hopes to one day be decent at golf.

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

Alex Rodawig

Managing Director & Head of Carson Wealth

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

President

JoAnn Abt

Corporate Counsel

Scott Conroy

Managing Partner, Coaching & Consulting

Lantz Hunt

Chief Transformation Officer

Aaron Schaben

President

Executive Board

Jim Brown

Board Member

Ron Carson

Founder & CEO

Teri Shepherd

President

Kevin Bhatt

Board Member

Aaron Schaben

President

Coaching & Consulting

J.J. Peller

Business Coach

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

Scott Conroy

Managing Partner, Coaching & Consulting

Jason Carver

Vice President, Mergers & Acquisitions

Sarah Cain

Vice President, Coaching & Consulting

Business Development

Morgan Mithlo

Business Development Consultant, Central

Tyler Hamik

Business Development Consultant, East

Steven M. Laska

Vice President, Business Development, East

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 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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