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Steve Synowicki

Director of Training

As Director of Training, Steve provides training resources and direction to our partners to help enhance operational efficiencies. He prides himself in providing extraordinary customer service and always goes above and beyond to help our clients pursue their goals.

Prior to joining Carson Wealth, Steve spent over 14 years working for two major broker-dealers in the financial services industry. He brings diverse experience to the table with previous roles in operations, customer service, compliance, supervision, technology, training and leadership development. Steve received his Bachelor’s degree in Finance and Banking from the University of Nebraska at Omaha.

When he’s not at work, Steve enjoys spending time with his wife, Lisa, daughter, Alli, and son, Jonas. He also tries to spend as much time as possible at the golf course or local fishing hole. Steve is an avid sports fan with strong allegiances to the Nebraska Cornhuskers, Chicago Bears and New York Mets.

Getting To Know Steve

Favorite food

Cajun crawfish boil

Favorite movie

The Natural

Favorite holiday

The 4th of July

Place Steve would most like to visit

Poland. Steve is 100% Polish and would love to see the land of his ancestors.

Steve’s biggest accomplishment

His family

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