Carson Group
Team

Leadership

Ron Carson

Founder and CEO

Teri Shepherd

President

Aaron Schaben

President

Jamie Hopkins

Managing Partner of Wealth Solutions

Nick Engelbart

Chief Financial Officer

Burt White

Managing Partner and Chief Strategy Officer

Kelsey Ruwe

Chief of Staff

Alex Rodawig

Managing Director & Head of Carson Wealth Management

Scott Conroy

Managing Partner, Business Consulting & Training

Dan Tobin

Chief Risk Officer

Mary Kate Gulick

Chief Marketing Officer

Nimesh Patel

Chief Technology Officer

Gregg Johnson

National Sales Director

Dan Marquis

Managing Director, Corporate Development & Strategy

Jamie Carroll

Managing Partner and Wealth Advisor

Ben Mathis

Chief Information Officer

Brian Green

Senior Vice President, Corporate Strategy & Product Development

Erin Wood

Senior Vice President, Financial Planning & Advanced Solutions

James Clements

Chief Compliance Officer

Janet Anderson

Senior Vice President, Service and Support

Joe Steuter

Senior Vice President, Corporate Communications

Kevin J. Miller

General Counsel

Kim Reed

Senior Vice President, Finance & Accounting

Lantz Hunt

Chief Operating Officer, CWM, LLC

Ryan Detrick

Chief Market Strategist

Paul West

Managing Partner

Nelly Carson

Chief Comfort Officer

Executive Board

Ron Carson

Founder and CEO

Teri Shepherd

President

Aaron Schaben

President

Jamie Hopkins

Managing Partner of Wealth Solutions

Nick Engelbart

Chief Financial Officer

Burt White

Managing Partner and Chief Strategy Officer

Nimesh Patel

Chief Technology Officer

Coaching & Consulting

Jamie Hopkins

Managing Partner of Wealth Solutions

Bobby Steinau

Vice President, Business Consulting

Sarah M. Cain

Vice President, Coaching & Consulting

Jaclyn Peal

Vice President, Business Consulting

Jon Reidenouer

Vice President, Business Consulting

Mark Wellwood

Vice President, Business Consulting

Scott Wood

Vice President, Coaching Growth Programs

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

Business Development

Gregg Johnson

National Sales Director

Katie McGuire

Director, Business Development Operations

Dani Slattery

Senior Business Development Associate

Liz Fishbaugh

Vice President, Business Development, South Central

Alex McHugh

Associate Vice President, Business Development, Central

Randy Harrison

Vice President, Business Development, Central

Kristi Harrison

Associate Vice President, Business Development, Central

Tim Sylvester

Associate Vice President, Business Development, West

Steven M. Laska

Vice President, Business Development, Northeast

Tyler Roach

Vice President, Business Development, Southeast

Marc Edwards

Associate Vice President, Business Development, Southeast