Carson Group
Team

Leadership

Ron Carson

Founder & CEO

Teri Shepherd

President

Aaron Schaben

President

Janet Anderson

Chief Operating Officer, Carson Partners

Nelly Carson

Chief Comfort Officer

Saumen Chattopadhyay

Chief Investment Officer, Carson Partners
CFA®, CPA

Nick Engelbart

Chief Financial Officer

Scott Conroy

Managing Partner, Business Consulting & Training

Brian Green

Senior Vice President, Corporate Strategy

Lantz Hunt

Chief Transformation Officer

Jud Mackrill

Chief Marketing Officer

Ben Mathis

Chief Information Officer

Kim Reed

VP, Finance & Accounting

Alex Rodawig

Managing Director & Head of Carson Wealth

Kelsey Ruwe

Chief of Staff

Dan Tobin

Chief Risk Officer

Erin Wood

VP, Wealth Planning

Jason Carver

Vice President, Mergers & Acquisitions

Executive Board

Ron Carson

Founder & CEO

Teri Shepherd

President

Aaron Schaben

President

Kevin Bhatt

Board Member

Jim Brown

Board Member

Coaching & Consulting

Jamie Hopkins

Managing Director, Carson Coaching
ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

Bobby Steinau

Vice President, Business Consulting

Sarah M. Cain

Vice President, Coaching & Consulting

Jaclyn Peal

Vice President, Business Consulting

Tammy Breitenbach

Executive Business Coach

Jessica Harrington

Executive Business Coach

Gerry Herbison

Executive Business Coach

Greg Opitz

Executive Business Coach

Michael Rose

Executive Business Coach

J.J. Peller

Business Coach

Partnership Development

Justin Starnes

Senior Vice President, Partnership Development and Distribution

Randy Harrison

Vice President, Partnership Development, Central North

Jessica Perez

Vice President, Partnership Development, West

Kristi Harrison

Vice President, Partnership Development, Central South

Steven M. Laska

Vice President, Partnership Development, East

Lisa Synowicki

Director, Partnership Development Operations

Chelsie Morales

Associate Vice President, Partnership Development, West

Ethan Goff

Associate Vice President, Partnership Development, Central North

Katie McGuire

Associate Vice President, Partnership Development, Southeast

Andy Larson

Partnership Development Consultant, Central South

Tyler Hamik

Partnership Development Consultant, West

Morgan Mithlo

Partnership Development Consultant, Southeast

Scott Wood

Vice President, Partnership Development

JP Mortenson

Partnership Development Consultant, Central North

Dani Slattery

Senior Partnership Development Associate