Carson Group
Team

Leadership

Ron Carson

Founder & CEO

Teri Shepherd

President

Aaron Schaben

President

JoAnn Abt

Corporate Counsel

Janet Anderson

Chief Operating Officer, Carson Partners

Nelly Carson

Chief Comfort Officer

Jason Carver

Vice President, Mergers & Acquisitions

Saumen Chattopadhyay

Chief Investment Officer, Carson Partners
CFA®, CPA

Scott Conroy

Managing Partner, Coaching & Consulting

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

Alex Rodawig

Managing Director & Head of Carson Wealth

Kelsey Ruwe

Chief of Staff

David Screnar

Chief Financial Officer

Dan Tobin

Chief Risk Officer

Erin Wood

VP, Wealth Planning

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 Cain

Vice President, Coaching & Consulting

Jaclyn Peal

Vice President, Business Consulting

Greg Opitz

Executive Business Coach

Jessica Harrington

Executive Business Coach

Michael Rose

Executive Business Coach

Tammy Breitenbach

Executive Business Coach

J.J. Peller

Business Coach

Business Development

Justin Starnes

Senior Vice President, Sales & Distribution

Randy Harrison

Vice President, Business Development, Central North

Jessica Perez

Vice President, Business Development, West

Kristi Harrison

Vice President, Business Development, Central South

Steven M. Laska

Vice President, Business Development, East

Lisa Synowicki

Director of Business Development Operations

Jessica Brooks

Associate Vice President, Business Development, Central South

Ethan Goff

Associate Vice President, Business Development, Central North

Katie McGuire

Associate Vice President, Business Development, Southeast

Chelsie Morales

Associate Vice President, Business Development, West

Tyler Hamik

Business Development Consultant, West

Morgan Mithlo

Business Development Consultant, Southeast

Andy Larson

Business Development Consultant, Central South

JP Mortenson

Business Development Consultant, Central North

Dani Slattery

Senior Business Development Associate

Scott Wood

Executive Sales Coach

Mark Page

VP, Strategic Partner Development