Carson Group
Team

Leadership

Ron Carson

Founder and CEO

Teri Shepherd

President

Aaron Schaben

President

Jamie Hopkins

Managing Partner of Wealth Solutions

Janet Anderson

Senior Vice President, Service and Support

Nick Engelbart

Chief Financial Officer

Mary Kate Gulick

Chief Marketing Officer

Dan Tobin

Chief Risk Officer

Ben Mathis

Chief Information Officer

Kelsey Ruwe

Chief of Staff

Gregg Johnson

National Sales Director

Kevin J. Miller

General Counsel

Lantz Hunt

Chief Operating Officer, CWM, LLC

James Clements

Chief Compliance Officer

Scott Conroy

Managing Partner, Business Consulting & Training

Kim Reed

Senior Vice President, Finance & Accounting

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

Nelly Carson

Chief Comfort Officer

Executive Board

Ron Carson

Founder and CEO

Teri Shepherd

President

Aaron Schaben

President

Nick Engelbart

Chief Financial Officer

Jamie Hopkins

Managing Partner of Wealth Solutions

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

Partnership Development

Gregg Johnson

National Sales Director

Randy Harrison

Vice President, Partnership Development, Central

Jessica Perez

Vice President, Partnership Development, West

Steven M. Laska

Vice President, Partnership Development, Southeast

Lisa Synowicki

Director, Partnership Development Operations

Katie McGuire

Associate Vice President, Partnership Development

Tyler Roach

AVP, Partnership Development, Northwest

Kristi Harrison

AVP, Partnership Development, Central

Alex McHugh

Partnership Development Consultant

Marc Edwards

Partnership Development Consultant

Tim Sylvester

Partnership Development

Dani Slattery

Senior Partnership Development Associate

Melanie Justice

Partnership Development Coordinator