Colorado Springs, CO
Meet Your Team in Colorado Springs, CO
Carlson Financial opened an office in Colorado Springs in 2018. Positioned at the foot of the Rocky Mountains, this beautiful city has so much to see and do; from Garden of the Gods to the U.S. Olympic Training Center. Tune in to KOAA NBC Channel 5 to see Carl live during their Financial Focus segment as their Featured Financial Resource. Also be sure to catch the Carlson Financial Minutes, featuring a different topic each week. Our office is in the Presidio building on Kelly Johnson Blvd., near I-25 and N. Academy Blvd. and our conference room even has a view of Pikes Peak!
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.
Senior Wealth Advisor, CLU, CEO
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.
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.
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