Meet Our Team

Meet Our Team

Coaching & Consulting

Coaching & Consulting

Jamie Hopkins

Managing Partner of Wealth Solutions

Sarah M. Cain

Vice President, Coaching & Consulting

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

Leadership

Leadership

Ron Carson

Founder and CEO

Teri Shepherd

President

Aaron Schaben

President

Jamie Hopkins

Managing Partner of Wealth Solutions

Nick Engelbart

Chief Financial Officer

Burt White

Managing Partner and Chief Strategy Officer

Kelsey Ruwe

Chief of Staff

Alex Rodawig

Managing Director & Head of Carson Wealth Management

Scott Conroy

Managing Partner, Business Consulting & Training

Dan Tobin

Chief Risk Officer

Mary Kate Gulick

Chief Marketing Officer

Nimesh Patel

Chief Technology Officer

Gregg Johnson

National Sales Director

Dan Marquis

Managing Director, Corporate Development & Strategy

Jamie Carroll

Managing Partner and Wealth Advisor

Ben Mathis

Chief Information Officer

Brian Green

Senior Vice President, Corporate Strategy & Product Development

Erin Wood

Senior Vice President, Financial Planning & Advanced Solutions

James Clements

Chief Compliance Officer

Janet Anderson

Senior Vice President, Service and Support

Joe Steuter

Senior Vice President, Corporate Communications

Kevin J. Miller

General Counsel

Kim Reed

Senior Vice President, Finance & Accounting

Lantz Hunt

Chief Operating Officer, CWM, LLC

Ryan Detrick

Chief Market Strategist

Paul West

Managing Partner

Nelly Carson

Chief Comfort Officer