About the Firm
Carlson Financial is a retirement planning and wealth management firm serving the pre-retirees and retirees of all of Northeast Kansas, Virginia Beach, Richmond and Colorado Springs. Carl Carlson, CEO & Founder of Carlson Financial has dedicated his entire life to the financial services industry and started the business in 2012. He strives to offer clients’ the most advanced products and strategies available. Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor.
Meet Our Team
CEO & Founder
Carl brings more than 25 years of experience in the financial industry, including 10 years of experience in wealth management and insurance. He graduated Summa Cum Laude with a bachelor’s degree in finance from the University of Houston. Carl founded Carlson Financial after becoming frustrated with the lack of honesty and transparency he saw in the financial services industry. His goal was and continues to be to put the client’s (and not the company’s) interests first. He makes it his personal mission to maximize our clients’ incomes while protecting and preserving their nest eggs. Carl is the featured financial resource for four TV stations and is a frequent speaker; covering an array of financial topics, issues, and opportunities for those nearing and in retirement. He and his wife, Kay Lyn, have been married for over 35 years and they have three children: Emily, Anna and Ethan.
Chief Investment Officer
Dan has over 25 years of experience in market analysis and system development for business finance, marketing, data systems and investments. He graduated from Colorado State University with a Bachelor of Science Degree. While managing his own investments business, he innovated a system to measure the impact that market momentum and trends have on price in the financial markets. He believes these technical indicators give us a picture of the fundamentals and psychology that drive the share price. Dan and his wife, Penny, live in Topeka, Kansas, and have been married over 20 years. They have three children and enjoy family summer vacations to the beach and winter snow skiing in Colorado.
Anna has been with Carlson Financial since 2013. As a financial advisor, she meets with clients to develop strategies and make recommendations for building and protecting clients’ assets. Anna enjoys establishing great relationships with each client, as these relationships are what truly make us partners to our clients. In her spare time, Anna spends most of her time with family and friends. While she doesn’t enjoy losing to her mother (Kay Lyn) playing cards (especially Nertz), she does enjoy beating her in Yahtzee approximately 28% of the time.
Financial Advisor, CPA
Scott was born and raised in Topeka, Kansas. He’s a fourth-generation Washburn Rural Junior Blue and a proud Washburn Ichabod. He married his high school sweetheart, Kelsey, in 2015 and considers this to be by far his greatest accomplishment! Kelsey is a middle school teacher in the Washburn Rural district. After graduating from Washburn University with a degree in Accounting and Finance, Scott began his career in financial and SEC reporting at FHLBank Topeka. He then spent four years at Westar Energy in the Corporate Finance department. There he gained capital markets experience, coordinating with investment bankers, legal teams, and trustees on debt and equity issuances. For the last year, Scott was responsible for the monthly reporting of current and projected earnings results to the officer team. While he enjoyed his work at Westar, Scott was missing the impact he could have by working with individuals. He’s had a passion for personal finance since college, making him a perfect fit for Carlson Financial. Scott is a Certified Public Accountant.
Financial Advisor, CFP®
Marissa was born and raised in the Pacific Northwest and spent her childhood summers working on a raspberry farm in Washington. She earned her Bachelor of Arts degree in Finance from Linfield College in Willamette Valley, Oregon. While in school, Marissa was able to spend a semester studying abroad and taking in the culture of Costa Rica. Shortly after returning, she interned with First Investors Corporation and in 2013 she started with Fisher Investments. As an Investment Counselor there, she worked directly with clients and counseling them through the ups and downs of the market, as well as planning and preparing for their goals and life events. Marissa is a Certified Financial Planner™.
Client Service Specialist
Toni joined Carlson Financial after working for T. Rowe Price Trust Co. as a financial representative. She comes with an extensive background in customer service as well as years in the banking industry. She holds her MPA from the University of West Florida. Toni is enthusiastic about helping clients with their day-to-day administrative and service-related needs. Her primary responsibilities include new accounts, money movement, account updates, and client meetings. She has been tied to the military for 30 years; having lived in six states and two other countries but she is very happy to call Colorado home. She and her husband, Gregg, love to golf, hike, and explore the beauty of Colorado. She has three children and lives in a house divided with a University of Florida graduate, a Florida State University graduate, a University of Miami graduate, and a son presently attending the University of Colorado.
Client Service Specialist
Brett is responsible for client services and administrative support, focusing primarily on new accounts, paperwork processing and client reviews. Brett has an extensive background in customer service, having worked in the financial industry for over ten years, both in personal banking and investments. A Washburn University Alumnus and Topeka native, Brett enjoys spending time outside of work with his wife, Ashlee, and their three children.
Client Service Specialist
Laurie was born and raised in Northeast Pennsylvania and relocated to Virginia Beach 15 years ago. She joined Carlson Financial with 11 years’ experience in the financial services industry. She holds a Bachelor of Science degree from Johnson & Wales University, Providence, Rhode Island. Laurie is passionate about helping clients with their day to day administrative and service-related needs. Her primary responsibilities include new accounts, money movement, account updates, client meetings and day-to-day operations in the Virginia Beach location. In her free time, Laurie enjoys the beach, reading and spending time with her two daughters, Rachael & Lindsay.
Kristen was born and raised in Olathe, Kansas and moved to Topeka in 2016 to begin a life with her fiancé, Jackson. Throughout high school, she developed a passion for customer service while working in the restaurant industry and volunteering at soup kitchens. She also worked in young childhood development before joining Carlson Financial. Kristen is the first smiling face our clients and guests see at our office. On a day-to-day basis you can find her scheduling and coordinating appointments and events, managing documents and performing multifaceted general office support. In her free time, she enjoys cooking, baking, family trips to Table Rock Lake in the summer, fishing with her grandpa, and cheering on the Royals, Chiefs, and Jayhawks.
Emily has been with Carlson Financial since 2016, but she has been a Carlson since 1989. She earned her Bachelor of Arts degree in Psychology with a minor in Spanish and Women’s Studies from Kansas State University. Emily oversees setup and coordination of all Carlson Financial events; from dinner seminars to Wine & Wisdom client events. Her creative design and attention to detail make each event a signature Carlson Financial experience for our clients and guests. When she is not working, Emily enjoys reading, shopping, and spending time with her family and friends.
Let’s discuss your financial future
With so many investment and insurance products available today, it’s important to work with a financial professional who specializes in investments, insurance and annuities.