Meet Your Team in Richmond, VA
Carlson Financial came to Richmond, one of America’s oldest major cities and the state capital of Virginia, in 2015. Located on the James River, this beautiful city is rich in history and offers a wide variety of museums, restaurants, and things to do. Carl is the Featured Financial Resource of WWBT NBC Channel 12. You can catch the Carlson Financial Minute every Wednesday and Sunday during the 6:00 p.m. newscasts. He is also live with Heather Sullivan during the 4:00 p.m. newscast on most Tuesdays for their Taking Action for your Money segment. Our office is located at the corner of Twin Hickory and Nuckols Road, near Innsbrook and close to the post office, the YMCA and Deep Run High School.
Anna has been with Carlson Financial since 2012. 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.
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.
Susannah has been with Carlson Financial since 2018. She earned her Bachelors degree in Marketing & Research from Virginia Commonwealth University. Susannah Oversees office policies and procedures and devotes time to analyzing marketing and business metrics to ensure clients and guests have the most enjoyable experience. When she is not working, Susannah enjoys playing board games, shopping, and spending time with her family and their two dogs.
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.
Wine & Wisdom
You're Invited! In order to have enough food, drinks, seats, etc. for this event, it is very helpful to have an accurate headcount. If you plan on attending, please click here or anywhere below to sign up. Dress attire is preferred, but not required. We appreciate it...
This Wine & Wisdom is for Richmond AND Virginia Beach clients and guests. We are looking forward to all of our Virginia clients mixing and mingling...
Sign up for an event!
RSVP to the next Wine & Wisdom or exclusive dinner party.
Past Events › Richmond, VA
Events Search and Views Navigation
Click the invitation above to register today! You and your guests are cordially invited to join us for a Complimentary Executive Chef Dinner & tour of Dover Hall estate! We will show you new strategies that the wealthy are using to avoid the devastation of taxes and market crashes. Utilizing the latest approaches for today’s economy, we’ll show you how to eliminate any unnecessary taxation of your assets, generate income and limit your overall market risk – all while enjoying…Find out more »
Join us April 1st, 2nd, or 3rd for dinner at Dover Hall and a tour of the Dover Hall Castle. RSVP today to reserve your seats!Find out more »
Join Carl Carlson for dinner at Dover Hall Estate. Learn the basics of what you need to consider when planning for retirement, adjusting your investments, or reducing your taxes. Free consultations are available at a later date if you want to discuss your personal investment concerns. Everyone will have the opportunity to tour the Dover Hall Castle after dinner! CLICK HERE or the invitation above to reserve your seats! See you there!Find out more »
Click anywhere below to RSVP today for this event! Look forward to seeing you there!Find out more »
We look forward to you joining us for dinner at Ruth's Chris Steak House! Click the invitation below to see more and RSVP your seats today!Find out more »
Don't face the unknown without a second opinion! Carlson Financial is here to help make sense of retirement. Join us for a complimentary dinner and free tour of the Dover Hall Estate! Click here or anywhere below to RSVP today!Find out more »
Join Carlson Financial for a complimentary dinner at Fleming's Steakhouse! Click anywhere below to RSVP today!Find out more »