Meet the Carlson Financial Team

We help individuals and families pursue their ideal retirements.

Financial Advisor Team

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CARL CARLSON

CEO & Founder

Richmond
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Ryan Rinehart

Financial Advisor

Overland Park & Topeka
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SUSANNAH ORZOLEK

Financial Advisor

Richmond
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ALEX HAMMERSLEY, CPA

Financial Advisor

Topeka
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ANNA CARLSON

Financial Advisor

Richmond
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MARISSA WALDRON, CFP®

Financial Advisor

Virginia Beach

Leadership Team

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CARL CARLSON

CEO & Founder

Richmond
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SUSANNAH ORZOLEK

Chief Operating Officer

Richmond
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DAN MOYLAN

Chief Investment Officer

Topeka
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EMILY CARLSON

Marketing Director

Richmond
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LAURIE BOGDON

Client Service Specialist

Virginia Beach

Client Service Specialist Team

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Jacob Williams

Client Service Specialist

Colorado Springs
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DALE FOSTER

Client Service Specialist

Richmond
Carlson Financial Client Service Specialist Tina Luckey located in Richmond Virginia

Tina Luckey

Client Service Specialist

Richmond
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Kelsey Herl

Client Service Specialist

Topeka
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LAURIE BOGDON

Client Service Specialist

Virginia Beach

Client Experience Specialist Team

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JAN FERGUSON

Client Experience Specialist

Richmond
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ELIZABETH SMITH

Client Experience Specialist

Virginia Beach
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WHITNEY Bond

Marketing Project Manager

Topeka & Overland Park
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Kim Abodeely

Director of First Impressions

Colorado Springs

Marketing Team

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EMILY CARLSON

Marketing Director

Richmond
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WHITNEY Bond

Marketing Project Manager

Topeka & Overland Park

Communications Team

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SHERYL CARTER

Culture and Recognition Leader

Richmond
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WENDY PRICE

Communications Coordinator

Richmond
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Leeta Simpson

Office Coordinator

Topeka

Operations Team

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Laura Simões

Chief of Staff

Colorado Springs
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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.

Or give us a call at (844) 227-5766.