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

Carl Carlson

CEO & Founder

Carl has more than 25 years of experience in the financial industry, including 10 years 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 continues to be to put the client's (and not the company's) interests first. His personal mission is to maximize clients' income while protecting and preserving their nest egg.

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 people nearing and in retirement.

He and his wife, Kay Lyn, have been married for over 35 years and have three children: Emily, Anna and Ethan.

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Ryan Rinehart

Financial Advisor

Overland Park & Topeka

Ryan Rinehart

Financial Advisor

Ryan is committed to building relationships with clients and helping them reach their goals in retirement. Most recently Ryan worked at Boomer Consulting as a Solutions Advisor helping CPA firms identify solutions for their firm's biggest problems.

Born and raised in Topeka, KS, he earned his Bachelor of Administration degree in Business Marketing from Washburn University. When he is not at the office you're most likely to find him at a KU Basketball game, or out on the golf course.

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Shawn Perkins, CFP®, AWMA

Financial Advisor

Richmond

Shawn Perkins

Financial Advisor

With an inherent desire to help people and a passion for financial planning, becoming a Financial Advisor was a natural fit for Shawn. Shawn brings over 6 years of financial service experience to Carlson. He began his career with UBS Financial Services, where he started as a financial planning resource and ultimately as a financial advisor. Shawn holds the Certified Financial Planner (CFP) certificate in addition to the Accredited Wealth Management Advisor (AWMA) designation.

Shawn grew up in Covington, Virginia and graduated from Roanoke College with a degree in business concentrating in finance. He and his wife, Julia, reside in Richmond. They have a dog, Louie, a large garden, and chickens in the backyard. Shawn enjoys playing golf, the outdoors, and brewing craft beer.

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SUSANNAH ORZOLEK

Financial Advisor

Richmond

Susannah Orzolek

Financial Advisor

Susannah has been a member of the Carlson Financial team since August 2018 as a Statistical Analyst. She soon transitioned to an advisor role in order to spend more face-to-face time with Carlson clients.  She has spent 9 years working in data analysis and combines this attention to detail and planning with her love of working closely with people to build strong and reliable relationships with our clients.

When she's not working, Susannah enjoys board games, hiking, and spending time with her family and 2 wonderful dogs.

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Alex Hammersley

Financial Advisor

Topeka

Alex Hammersley

Financial Advisor

Alex spent two and a half years in public accounting preparing entity, trust, and individual tax returns. He graduated from Christopher Newport University with a Bachelor’s degree in Accounting and went on to complete his Master’s in Accounting at the College of William & Mary.

Alex enjoys teaching others about retirement, financial literacy, and tax planning. He loves serving our clients and optimizing their financial futures.

Alex loves Jesus and attends Fellowship Bible Church in Topeka, KS. In his spare time, you can often find Alex taking his soon-to-be-wife, Rachel, on dates. Also, Alex likes watching football and playing pick-up football with his soon-to-be nephews.

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ANNA CARLSON

Financial Advisor

Virginia Beach

Anna Carlson

Financial Advisor

Anna joined Carlson Financial in 2013 and meets with clients to develop strategies and recommendations for building and protecting clients' assets.

Anna enjoys establishing great relationships with each client, in true partnership with clients' needs and goals.

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.

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A. SUZANNE ROBERTSON, CFP®

Financial Advisor

Virginia Beach

A. SUZANNE ROBERTSON, CFP®

Financial Advisor

Suzanne was born and raised in California where she ran her own art and design business before she married a Navy man and moved to Virginia. Always creative but with a passion for numbers, Suzanne quickly found her career in financial planning and earned her CFP® designation in 2006.

Suzanne brings over 30 years of practical experience in Portfolio, Tax, and Estate Planning as well as Financial and Securities Analysis, and understands the needs of individuals and small business owners and their changing financial picture. She has a strong attention to detail and a service style that focuses proactively upon client satisfaction, tax reduction concepts and wealth enhancement with a particular consideration of changing tax environments. She particularly enjoys drawing on her varied experience to find creative solutions to complex financial problems for clients and is pleased to have partnered with Carlson Financial to that end.

When Suzanne isn’t working, rescuing horses, or volunteering in her community, she is writing. She is in the process of writing a novel and a self help book on how to identify your financial personality and achieve financial stability which she hopes to complete in 2023. If you have a passion for art, horses, community, writing and finance - Suzanne would love to talk with you!

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MARISSA WALDRON, CFP®

Financial Advisor

Virginia Beach

Marissa Waldron, CFP®

Financial Advisor

Marissa was born and raised in Washington State. She earned her Bachelor of Arts degree in Finance from Linfield College in McMinnville, Oregon. Marissa is married to a Marine Corps pilot and together they enjoy hiking, camping, and spending a lot of time on house projects.

Marissa is a Certified Financial Planner™ and enjoys the personal nature of working with clients, helping them plan for life events and achieve their goals. She previously worked at Fisher Investments for 5 years as an Investment Counselor and has been with Carlson Financial since 2017.

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MATT JASKOLKA

Financial Advisor

Virginia Beach

Matt Jaskolka

Financial Advisor

With a passion for financial planning, Matt strives to bring excellence, integrity and confidence into every plan and relationship he builds. He dives deep into the numbers to identify, address and solve the complex problems our clients face.

After graduating from Mercyhurst University in Erie, Pennsylvania, with an undergraduate degree in accounting, Matt spent 2½ years in public accounting before joining Northwestern Mutual as a financial advisor. While he gained valuable knowledge working for a Fortune 100 company, Matt concluded that joining an independent firm better aligned with how he thought clients should be served.

When he's not serving his clients, Matt enjoys spending time with friends, being at the beach, weightlifting, reading and snowboarding. He's a believer that nothing tops a hot cup of coffee first thing in the morning.

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Leadership Team

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CARL CARLSON

CEO & Founder

Richmond

Carl Carlson

CEO & Founder

Carl has more than 25 years of experience in the financial industry, including 10 years 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 continues to be to put the client's (and not the company's) interests first. His personal mission is to maximize clients' income while protecting and preserving their nest egg.

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 people nearing and in retirement.

He and his wife, Kay Lyn, have been married for over 35 years and have three children: Emily, Anna and Ethan.

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EMILY CARLSON

Marketing Director

Richmond

Emily Carlson

Marketing Director

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 all marketing and advertising efforts of Carlson Financial. She also assists with the coordination of all Carlson Financial 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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SUSANNAH ORZOLEK

Chief Operating Officer

Richmond

Susannah Orzolek

Financial Advisor

Susannah has been a member of the Carlson Financial team since August 2018 as a Statistical Analyst. She soon transitioned to an advisor role in order to spend more face-to-face time with Carlson clients.  She has spent 9 years working in data analysis and combines this attention to detail and planning with her love of working closely with people to build strong and reliable relationships with our clients.

When she's not working, Susannah enjoys board games, hiking, and spending time with her family and 2 wonderful dogs.

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DAN MOYLAN

Chief Investment Officer

Topeka

Dan Moylan

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, Dan created 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 vacations to the beach and snow skiing in Colorado.

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Client Service Specialist Team

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Jacob Williams

Client Service Specialist

Colorado Springs

Jacob Williams

Client Service Specialist

Jacob was born and raised in Greeley, Colorado.

Jacob joined Carlson Financial in 2021 as a Client Service Specialist where he supports Carlson Financial clients by opening new accounts, processing paperwork, and servicing accounts. Jacob graduated from the University of Colorado in 2008. He has nearly 13 years of experience in Finance and carries his FINRA, Series 7, and Series 66 licenses.

Jacob enjoys staying active with family and friends. He believes there is nothing better than watching his children experience their own success.

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DALE FOSTER

Client Service Specialist

Richmond

DALE FOSTER

Client Service Specialist

Dale was born and raised in Henrico, Virginia.

Dale joined Carlson Financial in 2018 as a Client Service Specialist where she supports her clients with servicing accounts, processing paperwork, and opening new accounts.

In her free time, Dale enjoys looking for treasures at yard sales and thrift stores. Dale also enjoys spending time outside with her family and friends at the river, mountains, and local parks.

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Carlson Financial Client Service Specialist Tina Luckey located in Richmond Virginia

Tina Luckey

Client Service Specialist

Richmond

Tina Luckey

Client Service Specialist

Tina was born in Hampton, Virginia and relocated to the Richmond area for a career move in 2003. 

She comes to Carlson Financial with more than 20 years of experience in retail multi-unit management and 12 years in the financial industry as a lead paraplanner.  She has a strong background in customer service and takes great pride in problem-solving, creating excellent client experiences, and forming strong relationships with the clients she works with.  She became painfully aware of the importance of retirement planning when her mother was diagnosed with Alzheimer's disease, and she became her caregiver.  

She loves animals and when she isn't working, she has three dogs that she loves spoiling.

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Kelsey Herl

Client Service Specialist

Topeka

Kelsey Herl

Client Service Specialist

Kelsey was born and raised in Topeka, KS. She has over ten years of financial industry customer service experience and a true passion for assisting clients with their service-related needs. Opening new accounts, servicing existing accounts, processing paperwork, and money movement are just a few of her responsibilities as a Client Service Specialist in Topeka.

Kelsey and her husband, Zach, keep busy with their two sons, Jaxon and Lane, as well as Skye, their energetic Miniature Australian Shepherd. Almost every weekend, they can be found on the sidelines cheering on their oldest as he plays basketball, football, and competitive soccer. They adore spending time with their families, being active outside, watching movies, and playing board games. Kelsey and Zach are huge fans of country music and aim to go to a few concerts each year!

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LAURIE BOGDON

Client Service Specialist

Virginia Beach

Laurie Bogdon

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 of experience in the financial services industry. She holds a Bachelor of Science 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 and Lindsay.

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Client Experience Specialist Team

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JAN FERGUSON

Client Experience Specialist

Richmond

Jan Ferguson

Client Experience Specialist

Jan is a graduate of Radford University with a degree in Business Administration. She comes to Carlson Financial after working in the financial industry for over 10 years in a similar position. As the CES in Richmond, she schedules appointments, manages events, and because of her outgoing personality, enjoys meeting clients and guests.

Jan loves spending time with her family and friends at Buggs Island Lake (aka Kerr Lake), is the captain of their boat and enjoys water sports. She has two sweet labradoodles and a spoiled cat.

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ELIZABETH SMITH

Client Experience Specialist

Virginia Beach

Elizabeth Smith

Client Experience Specialist

Elizabeth was born in Bethesda, Maryland but moved to Virginia Beach as an infant where she was raised.  She has worked in the financial field for about 4 years and loves working with clients.  She prides herself on excellent customer service. Elizabeth joined the team in March of 2020. 

She and her husband enjoy going to country concerts and eating at local restaurants.  In between work and going out she spoils her two Japanese Bobtail cats.

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WHITNEY Bond

Marketing Project Manager

Topeka & Overland Park

Whitney Bond

Client Experience Specialist

Whitney graduated from Washburn University with a degree in Communications, which was put to use as an events coordinator for a country club - where she planned and managed all events. Prior to that, she worked for Advisors Excel, gaining knowledge of the financial industry, and working directly with advisors. When the opportunity to work at Carlson Financial as the Client Experience Specialist in Topeka came available, Whitney jumped at the chance to use her combined experience to help plan and execute the perfect event while creating a seamless experience for all of our clients and guests. 

Whitney was born and raised in Topeka, KS. Whitney and her husband, Jacob spend most of their time with their two French Bulldogs - Zeke and Petunia. In their spare time, Whitney and Jacob also enjoy traveling and cheering on their favorite teams, Chiefs & KU!

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Marketing Team

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EMILY CARLSON

Marketing Director

Richmond

Emily Carlson

Marketing Director

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 all marketing and advertising efforts of Carlson Financial. She also assists with the coordination of all Carlson Financial 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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WHITNEY Bond

Marketing Project Manager

Topeka & Overland Park

Whitney Bond

Client Experience Specialist

Whitney graduated from Washburn University with a degree in Communications, which was put to use as an events coordinator for a country club - where she planned and managed all events. Prior to that, she worked for Advisors Excel, gaining knowledge of the financial industry, and working directly with advisors. When the opportunity to work at Carlson Financial as the Client Experience Specialist in Topeka came available, Whitney jumped at the chance to use her combined experience to help plan and execute the perfect event while creating a seamless experience for all of our clients and guests. 

Whitney was born and raised in Topeka, KS. Whitney and her husband, Jacob spend most of their time with their two French Bulldogs - Zeke and Petunia. In their spare time, Whitney and Jacob also enjoy traveling and cheering on their favorite teams, Chiefs & KU!

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Communications Team

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Laura Simões

Chief of Staff

Colorado Springs

Laura Simõnes

Chief of Staff

Bio Coming Soon

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SHERYL CARTER

Culture and Recognition Leader

Richmond

Sheryl Carter

Office Coordinator

Sheryl was born in Norfolk and resides in Richmond, Virginia. Sheryl began her career, working first in production and then in the corporate banking industry. Sheryl enjoyed working in radio and television media relations assisting the public in front desk and administrative roles before joining Carlson Financial in 2019.

Sheryl's motto is "I am the first face you'll see when you walk in the door and the last when you depart. It is my job to see that your clients and customers are treated with the respect and courtesy they deserve from a business they are invested in."

Sheryl handles general administrative office services, schedules appointments, and assists the team. She spends her time reading, spoiling her cat Zachary and spending time with her six siblings whenever possible.

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WENDY PRICE

Communications Coordinator

Richmond

Wendy Price

Communications Coordinator

Carlson Financial's integrity and core values were important factors when Wendy Price joined Carlson Financial in 2019 and quickly cemented her place on the team as the Communications Coordinator. She is first and foremost a "people person." 

Wendy is the proud daughter of a U.S. Navy veteran. Thanks to her dad's service, she has lived all over the world but calls herself a Texan first and Virginian next. With her husband, five children, two dogs, and various knitting or crocheting projects, Wendy is never bored!

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Leeta Simpson

Office Coordinator

Topeka

Leeta Simpson

Office Coordinator

You'll find Leeta at the front desk in the Topeka office, greeting our clients, performing Accounts Payable duties, and assisting with phones for Carlson Financial.  Leeta worked as a career stay-at-home mom for 21 years while being an Office Manager for her mom's income tax business for four months out of the year. She moved into an Accounts Payable position with a Pipeline Construction Company where for 8 years, she worked closely with the Superintendents, Vendors, Salesmen, and Customers. 

Leeta was born and raised in Topeka and has a Business Degree from Emporia State University.  Leeta loves her family, friends, and two kitties and loves nothing more than being with them.  She also enjoys the outdoors, music, crafts, ceramics, and painting. 

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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.

Free Retirement Review

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