Topeka, KS

Meet Your Team in Topeka, KS

In 2012, Carlson Financial’s first office opened in Topeka, Kansas, the city where Carl, and his wife, Kay Lyn, raised their three children. The people we have met and the relationships we have made there will always hold a special place in our hearts. Carl is the Featured Financial Resource for WIBW Channel 13, with regular appearances on the Red Couch with Ralph Hipp as well as Carlson Financial Minutes. Our office at 12th and Oakley is an iconic Westboro building, built in 1930 as a Kansas Power & Light electrical substation. The eclectic Spanish-style building was vacant for more than ten years when Carlson Financial moved in, renovated, and made it our own.

Scott Rinehart

Scott Rinehart

Financial Advisor, CPA

 

BIO

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.

Brett Schneider

Brett Schneider

Client Service Specialist

 

BIO

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.

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.

Kristen Craig

Kristen Craig

Administrative Assistant

 

BIO

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.

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Past Events › Topeka, KS

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December 2017

The Hunchback of Notre Dame December 2nd

December 2, 2017 @ 5:45 pm - 8:00 pm
Topeka Civic Theatre, 3028 SW 8th Ave
Topeka, KS 66606 United States
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TCT Dec 2nd - The Hunchback of Notre Dame December 2nd

We have just a few openings left for our event at Topeka Civic Theatre featuring The Hunchback of Notre Dame performance. RSVP by calling us at 844-CARLSON (844-227-5766) or by sending us an email to Info@CarlsonFinancial.com

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January 2018

Too Many Cooks Topeka Civic Theatre January 19th

January 19, 2018 @ 5:30 pm - 8:00 pm
Topeka Civic Theatre, 3028 SW 8th Ave
Topeka, KS 66606 United States
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TCT Jan 19 2017 - Too Many Cooks Topeka Civic Theatre January 19th

We look forward to you joining us for this exclusive event. Seating fills very quickly so please RSVP to Carlson.RSVPYes.com/377044, give us a call at 844-CARLSON (844-227-5766) or click Find Out More below!

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Too Many Cooks Topeka Civic Theatre January 20th

January 20, 2018 @ 5:30 pm - 8:00 pm
TCT Jan 20th - Too Many Cooks Topeka Civic Theatre January 20th

We look forward to you joining us for this exclusive event. Seating fills very quickly so please RSVP to Carlson.RSVPYes.com/377044, give us a call at 844-CARLSON (844-227-5766) or click Find Out More below!

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March 2018

NextGen’s Chophouse March 13th!

March 13, 2018 @ 6:30 pm - 8:00 pm
Next Gen’s Chophouse, 215 Main Street
Maple Hill, KS 66507 United States
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Next Gens March 13 - NextGen's Chophouse March 13th!

We look forward to having you join us for this exclusive event. Our events fill very quickly so please go online at carlson.rsvpyes.com/378475, call 844-CARLSON (844-227-5766) or click Find Out More below!

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NextGen’s Chophouse March 14th!

March 14, 2018 @ 6:30 pm - 8:00 pm
Next Gen’s Chophouse, 215 Main Street
Maple Hill, KS 66507 United States
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Next Gens March 14 - NextGen's Chophouse March 14th!

We look forward to having you join us for this exclusive event. Our events fill very quickly so please go online at carlson.rsvpyes.com/378475, call 844-CARLSON (844-227-5766) or click Find Out More below!

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May 2018

Evel Knievel Museum Tour and Dinner!

May 7, 2018 @ 6:30 pm - 8:00 pm
Older Couple Happy - Evel Knievel Museum Tour and Dinner!

We look forward to you joining us for this exclusive event. To secure a spot please go to carlson.rsvpyes.com/379959
to sign up online or give us a call at 844-CARLSON (844-227-5766)

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Evel Knievel Museum Tour and Dinner!

May 8, 2018 @ 6:30 pm - 8:00 pm
Brett Schneider - Evel Knievel Museum Tour and Dinner!

We look forward to you joining us for this exclusive event. To secure a spot please go to carlson.rsvpyes.com/379959
to sign up online, give us a call at 844-CARLSON (844-227-5766) or click Find Out More below!

Find out more »

August 2018

Topeka Civic Theatre and Academy

August 8, 2018 @ 5:30 pm
|Recurring Event (See all)

An event every day that begins at 5:30pm, repeating until August 9, 2018

Topeka Civic Theatre and Academy, 3028 Southwest 8th Avenue
Topeka, KS 66606 United States
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TCT August 1 - Topeka Civic Theatre and Academy

We look forward to you joining us for this exclusive event. To secure a spot please go to https://portal.rme360.com/Rsvp/382108?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 »

Topeka Civic Theatre and Academy

August 9, 2018 @ 5:30 pm
|Recurring Event (See all)

An event every day that begins at 5:30pm, repeating until August 9, 2018

Topeka Civic Theatre and Academy, 3028 Southwest 8th Avenue
Topeka, KS 66606 United States
+ Google Map
TCT August 1 - Topeka Civic Theatre and Academy

We look forward to you joining us for this exclusive event. To secure a spot please go to https://portal.rme360.com/Rsvp/382108?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 »

March 2019

Join Us for Dinner & a Show at TCT!

March 29 @ 5:30 pm - March 30 @ 5:30 pm
Topeka Civic Theatre, 3028 SW 8th Ave
Topeka, KS 66606 United States
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top3 - Join Us for Dinner & a Show at TCT!

Before Hamilton reinvented musical theatre, its creator Lin-Manuel Miranda wowed Broadway with In the Heights. The four-time TONY winning musical shows life in New York’s Washington Heights, a tight-knit Dominican-American community. You’ll be guided through the lives of three generations who must choose between tradition and their future. Join us for dinner and the show on either Friday, March 29th or Saturday, March 30th @ 5:30pm! RSVP now to secure your seats!

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