Virginia Beach, VA
Meet Your Team in Virginia Beach, VA
The relationships we made and the success Carlson Financial had in Richmond led us to open an office in Virginia Beach in 2016. Working in this coastal city, located where the Chesapeake Bay meets the Atlantic Ocean, has been amazing; from the people we have met to the ocean views from the boardwalk. Carl is the Featured Financial Resource for WTKR CBS Channel 3. Keep an eye out for the Carlson Financial Minutes that play regularly and tune in every Thursday during the 4:00 p.m. newscast to watch Carl live on their Money Matters segment. Our office is located on Virginia Beach Boulevard, between Town Center and the Central Library.
Marissa Van Diest
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
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.
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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