Carson Group
Team

Leadership

Ron Carson

Founder & CEO

Teri Shepherd

President

Aaron Schaben

President

Janet Anderson

Chief Operating Officer, Carson Partners

Saumen Chattopadhyay

Chief Investment Officer, Carson Partners
CFA®, CPA

Nick Engelbart

Chief Financial Officer

Dan Tobin

Chief Risk Officer

Ben Mathis

Chief Information Officer

Jud Mackrill

Chief Marketing Officer

Lantz Hunt

Chief Transformation Officer

James Clements

Chief Compliance Officer

Nelly Carson

Chief Comfort Officer

Kelsey Ruwe

Chief of Staff

Scott Conroy

Managing Partner, Business Consulting & Training

Alex Rodawig

Managing Director & Head of Carson Wealth

Erin Wood

Senior Vice President, Financial Planning & Advanced Solutions

Brian Green

Senior Vice President, Corporate Strategy

Kim Reed

Vice President, Finance & Accounting

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

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

Dr. 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

Steven M. Laska

Vice President Partnership Development, Southeast

Kristi Harrison

Vice President, Partnership Development, Central South

Scott Wood

Vice President, Partnership Development

Lisa Synowicki

Director, Partnership Development Operations

Katie McGuire

AVP Partnership Development, Southeast

Tyler Hamik

AVP, Partnership Development - West

Ethan Goff

AVP, Partnership Development- Central North

Tyler Roach

AVP, Partnership Development, Northeast

Alex McHugh

Partnership Development Consultant

JP Mortenson

Partnership Development Consultant

Dani Slattery

Senior Partnership Development Associate

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