Scott Conroy

Managing Partner, Coaching & Consulting

Scott Conroy serves as Managing Partner of Carson’s Coaching and Consulting division. His primary goal is to ensure these teams are helping content members, coaching members, and Carson Partners achieve the highest success through their relationship with Carson.

The team Scott leads also supports the organic and inorganic growth efforts of all strategic partners within the Carson ecosystem. His focus is to expand and execute the company’s approach to custodian referral programs to capitalize on the opportunity within the retail branches of Carson’s custodial partners, TD Ameritrade and Fidelity.

Scott joined the Carson Group Executive Team in March 2017. Prior to this, he spent five years at LPL Financial and served as the Senior Vice President of the LPL RIA Platform. In this role, he was focused on the continued development of the LPL RIA Custody Platform and acted as internal and external RIA advocate to build awareness about the RIA marketplace and LPL’s offering. He worked closely with the LPL Business Development and Business Consulting teams to engage in prospect discovery, and helped accelerate the sales cycle to close new RIA business and support the over 4,800 advisors on the LPL RIA platform. During his tenure, the RIA platform grew from $50B in AUM to over $150B.

Prior to joining LPL, he worked for more than 11 years at TD Ameritrade in their sales, service, and product management divisions supporting advisors. Scott also spent one year as the regional Vice President of Sales at FocusPoint Solutions out of Portland, OR. There, he worked with RIA firms who were looking for an outsourced technology partner to help support their back-office and technology needs.

Scott earned a Bachelor of Science Degree from Springfield College in Western Massachusetts. He lives in San Diego with his wife, Traci, and two children. They love being outside hiking, golfing, and spending time at the beach to take advantage of the beautiful weather in San Diego.



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


JoAnn Abt

Corporate Counsel

Scott Conroy

Managing Partner, Coaching & Consulting

Lantz Hunt

Chief Transformation Officer

Aaron Schaben


Executive Board

Jim Brown

Board Member

Ron Carson

Founder & CEO

Teri Shepherd


Kevin Bhatt

Board Member

Aaron Schaben


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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