Carson Group
Team

Executive Leadership

Ron Carson

Founder & CEO

Teri Shepherd

President

Aaron Schaben

President

JoAnn Abt

Corporate Counsel

Janet Anderson

VP, Operations

Nelly Carson

Chief Comfort Officer

Saumen Chattopadhyay

Senior Vice President, Investment Platform
CFA®, CPA, FCA

Scott Conroy

Managing Partner, Coaching & Consulting

Jamie Hopkins

Director of Retirement Research
ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

Lantz Hunt

Chief Transformation Officer

Jud Mackrill

Chief Marketing Officer

Ben Mathis

Chief Information Officer

Kim Reed

VP, Finance

Alex Rodawig

Managing Director & Head of Carson Wealth

Kelsey Ruwe

VP, Talent

David Screnar

Chief Financial Officer

Dan Tobin

Chief Compliance Officer

Paul West

Managing Partner

Executive Board

Ron Carson

Founder & CEO

Teri Shepherd

President

Aaron Schaben

President

Kevin Bhatt

Board Member

Jim Brown

Board Member

Coaching & Consulting

Scott Conroy

Managing Partner, Coaching & Consulting

Sarah Cain

Vice President, Coaching & Consulting

Jason Carver

Vice President, Mergers & Acquisitions

Scott Wood

Executive Sales Coach

Bobby Steinau

Vice President, Business Consulting

Greg Opitz

Executive Business Coach

Tammy Breitenbach

Executive Business Coach

Michael Rose

Executive Business Coach

J.J. Peller

Business Coach

Jessica Harrington

Executive Business Coach

Mindy Dalrymple

Client Relationship Specialist

Barb White

Event Experiences Coordinator

Pam Burwell

Senior Operations Associate

Brenda Tellier

Director of Event Experiences

Business Development

Justin Starnes

Senior Vice President, Sales & Distribution

Randy Harrison

Vice President, Business Development, Central

Jessica Perez

Vice President, Business Development, West

Katie McGuire

Associate Vice President, Business Development, East

Kristi Harrison

Associate Vice President, Business Development, Central

Mark Page

VP, Strategic Partner Development

Steven M. Laska

Vice President, Business Development, East

Lisa Synowicki

Director of Business Development Operations

Jessica Brooks

Associate Vice President, Business Development - Central Region

Chelsie Morales

Associate Vice President, Business Development, West

Tyler Hamik

Business Development Consultant, East

Dani Slattery

Senior Business Development Associate

Morgan Mithlo

Business Development Consultant, Central

JP Mortenson

Business Development Consultant

Ethan Goff

Business Development Consultant

Andy Larson

Business Development Consultant, Central

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