Carson Group
Team

Leadership

Ron Carson

Founder and CEO

Teri Shepherd

President

Aaron Schaben

President

Janet Anderson

Senior Vice President, Service and Support

Saumen Chattopadhyay

Chief Investment Officer, Carson Partners
CFA®, CPA

Nick Engelbart

Chief Financial Officer

Dan Tobin

Chief Risk Officer

Ben Mathis

Chief Information Officer

Kevin J. Miller

General Counsel

Lantz Hunt

Chief Operating Officer, CWM, LLC

James Clements

Chief Compliance Officer

Jason Carver

Managing Director, Mergers and Acquisitions

Kelsey Ruwe

Chief of Staff

Scott Conroy

Managing Partner, Business Consulting & Training

Alex Rodawig

Managing Director & Head of Carson Wealth Management

Erin Wood

Senior Vice President, Financial Planning & Advanced Solutions

Brian Green

Senior Vice President, Corporate Strategy & Product Development

Kim Reed

Vice President, Finance & Accounting

Nelly Carson

Chief Comfort Officer

Executive Board

Ron Carson

Founder and CEO

Teri Shepherd

President

Aaron Schaben

President

Kevin Bhatt

Board Member

Jim Brown

Board Member

Coaching & Consulting

Jamie Hopkins

Managing Director, Carson Coaching

Bobby Steinau

Vice President, Business Consulting

Sarah M. Cain

Vice President, Coaching & Consulting

Jaclyn Peal

Vice President, Business Consulting

Jon Reidenouer

Vice President of Business Consulting

Mark Wellwood

Vice President, Business Consulting

Tammy Breitenbach

Executive Business Coach

Jessica Harrington

Executive Business Coach

Greg Opitz

Executive Business Coach

Michael Rose

Executive Business Coach

J.J. Peller

Executive Business Coach

Dr. Gerry Herbison

Executive Business Coach

Partnership Development

Randy Harrison

Vice President, Partnership Development, Central

Jessica Perez

Vice President, Partnership Development, West

Steven M. Laska

Vice President Partnership Development, Southeast

Scott Wood

Vice President, Partnership Development

Lisa Synowicki

Director, Partnership Development Operations

Katie McGuire

AVP Partnership Development, Southeast

Tyler Hamik

AVP, Partnership Development, Northwest

Tyler Roach

AVP, Partnership Development, Northwest

Kristi Harrison

AVP, Partnership Development - Central

JP Mortenson

AVP, Partnership Development for the Southwest

Alex McHugh

Partnership Development Consultant

Dani Slattery

Senior Partnership Development Associate

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