Meet the Carlson Financial Team
We help individuals and families pursue their ideal retirements.
Financial Advisor Team

CARL CARLSON
CEO & Founder
Richmond

Ryan Rinehart
Financial Advisor
Overland Park & Topeka

Shawn Perkins, CFP®, AWMA
Financial Advisor
Richmond

SUSANNAH ORZOLEK
Financial Advisor
Richmond

Alex Hammersley
Financial Advisor
Topeka

ANNA CARLSON
Financial Advisor
Virginia Beach

A. SUZANNE ROBERTSON, CFP®
Financial Advisor
Virginia Beach

MARISSA WALDRON, CFP®
Financial Advisor
Virginia Beach

MATT JASKOLKA
Financial Advisor
Virginia Beach
Leadership Team

CARL CARLSON
CEO & Founder
Richmond

EMILY CARLSON
Marketing Director
Richmond

SUSANNAH ORZOLEK
Chief Operating Officer
Richmond

DAN MOYLAN
Chief Investment Officer
Topeka
Client Service Specialist Team

Jacob Williams
Client Service Specialist
Colorado Springs

DALE FOSTER
Client Service Specialist
Richmond

Tina Luckey
Client Service Specialist
Richmond

Kelsey Herl
Client Service Specialist
Topeka

LAURIE BOGDON
Client Service Specialist
Virginia Beach
Client Experience Specialist Team

JAN FERGUSON
Client Experience Specialist
Richmond

ELIZABETH SMITH
Client Experience Specialist
Virginia Beach

WHITNEY Bond
Marketing Project Manager
Topeka & Overland Park
Marketing Team

EMILY CARLSON
Marketing Director
Richmond

WHITNEY Bond
Marketing Project Manager
Topeka & Overland Park
Communications Team

SHERYL CARTER
Culture and Recognition Leader
Richmond

WENDY PRICE
Communications Coordinator
Richmond

Leeta Simpson
Office Coordinator
Topeka

Kim Abodeely
Director of First Impressions
Colorado Springs
Operations Team

Laura Simões
Chief of Staff
Colorado Springs

Theresa Muller
Chief Compliance Officer
Richmond
Ready to Get Started?
For more information about any of our products and services, schedule a free retirement review today or register to attend a web event.