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!

Toni Abate

Toni Abate

Client Service Specialist

BIO

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.

Carl Carlson

Carl Carlson

Senior Wealth Advisor, CLU, CEO

BIO

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.

Dan Moylan

Dan Moylan

Chief Investment Officer

BIO

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 Carlson

Emily Carlson

Marketing Director

BIO

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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Past Events › Colorado Springs, CO

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October 2018

The Steakhouse at Flying Horse

October 1, 2018 @ 8:00 am - 5:00 pm
|Recurring Event (See all)

An event every day that begins at 8:00am, repeating until September 25, 2018

An event every week that begins at 8:00am on Monday and Tuesday, repeating until October 2, 2018

The Steakhouse at Flying Horse, 1880 Weiskoph Point
Colorado Springs, CO 80921 United States
+ Google Map
Steakhouse at Flying Horse Sept Oct - The Steakhouse at Flying Horse

We look forward to you joining us for this exclusive event. To secure a spot please go to https://portal.rme360.com/Rsvp/LandingPage/383089/1?preview=True to sign up online, give us a call at 844-CARLSON (844-227-5766) or click Find Out More below!

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The Steakhouse at Flying Horse

October 2, 2018 @ 8:00 am - 5:00 pm
|Recurring Event (See all)

An event every day that begins at 8:00am, repeating until September 25, 2018

An event every week that begins at 8:00am on Monday and Tuesday, repeating until October 2, 2018

The Steakhouse at Flying Horse, 1880 Weiskoph Point
Colorado Springs, CO 80921 United States
+ Google Map
Steakhouse at Flying Horse Sept Oct - The Steakhouse at Flying Horse

We look forward to you joining us for this exclusive event. To secure a spot please go to https://portal.rme360.com/Rsvp/LandingPage/383089/1?preview=True to sign up online, give us a call at 844-CARLSON (844-227-5766) or click Find Out More below!

Find out more »

November 2018

The Melting Pot

November 7, 2018 @ 6:30 pm - November 8, 2018 @ 8:30 pm
The Melting Pot, 30 E Pikes Peak Ave, Suite A
Colorado Springs, CO 80903 United States
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Capture 3 - The Melting Pot

Please join us for this complimentary event at The Melting Pot and bring a friend! Click invitation to RSVP

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Complimentary Dinner at The Melting Pot

November 28, 2018 @ 6:30 pm - November 29, 2018 @ 6:30 pm
cp1 - Complimentary Dinner at The Melting Pot

Join us for a complimentary dinner event at The Melting Pot. Click for more information!

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December 2018

Christmas Party – Save the Date!

December 6, 2018 @ 5:30 pm - 8:30 pm
cp - Christmas Party - Save the Date!

  Attention Carlson Financial clients, friends, and new guests! Join us for a complimentary dinner and Christmas celebration on December 6th! Contact Us today to RSVP for this holiday event. We look forward to celebrating with you!

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February 2019

Join us for Dinner at The Flying Horse

February 28 @ 6:30 pm - March 1 @ 6:30 pm
The Steakhouse at Flying Horse, 1880 Weiskoph Point
Colorado Springs, CO 80921 United States
+ Google Map
flying horse steak - Join us for Dinner at The Flying Horse

Join us for a complimentary dinner with Carl Carlson at the Steakhouse at Flying Horse!

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April 2019

Join us for Dinner at the Flying Horse

April 8 @ 6:30 pm - April 10 @ 6:30 pm
The Steakhouse at Flying Horse, 1880 Weiskoph Point
Colorado Springs, CO 80921 United States
+ Google Map
cos3 - Join us for Dinner at the Flying Horse

Click the invitation above to RSVP now and secure your seats!

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May 2019

Join Us for Dinner at Biaggi’s in Colorado Springs!

May 22 @ 6:30 pm - May 24 @ 6:30 pm
Biaggi’s Ristorante Italiano, 1805 Briargate Parkway
Colorado Springs, , CO
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Biaggis 1 - Join Us for Dinner at Biaggi's in Colorado Springs!

Join Carl Carlson for dinner at Biaggi's Italian Restaurant while gaining insight on what you may need for retirement and tax planning. Free consultations available at a later date for those who want to discuss their personal investments. CLICK HERE or the INVITATION above to RSVP for this exclusive event.  

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August 2019

Complimentary Dinner at The Broadmoor with Carl Carlson

August 27 @ 6:30 pm - August 29 @ 6:30 pm
The Broadmoor, 1 Lake Ave.
Colorado Springs, CO 80906 United States
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b3 - Complimentary Dinner at The Broadmoor with Carl Carlson

Please join us for a limited dinner event with Carl Carlson of Carlson Financial. Get your financial goals on the right track and learn more about the better side of retirement planning. RSVP your seats today and enjoy a complimentary dinner on us!

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October 2019

Join Us @ Flying Horse for a Complimentary Dinner Event

October 7 @ 6:30 pm - October 9 @ 6:30 pm
The Steakhouse at Flying Horse, 1880 Weiskoph Point
Colorado Springs, CO 80921 United States
+ Google Map
fh1 - Join Us @ Flying Horse for a Complimentary Dinner Event
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