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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JACOB BAUGHER

Financial Advisor

Colorado Springs
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JIM WOLF

Financial Advisor

Colorado Springs
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Ryan Rinehart

Financial Advisor

Kansas City & Topeka
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Scott Rinehart

Financial Advisor

Kansas City & Topeka
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MIKE GILMAN

Financial Advisor

Richmond
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Shawn Perkins

Financial Advisor

Richmond
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SUSANNAH ORZOLEK

Financial Advisor

Richmond
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ANNA CARLSON

Financial Advisor

Virginia Beach
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MARISSA WALDRON, CFP®

Financial Advisor

Virginia Beach
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MATT JASKOLKA

Financial Advisor

Virginia Beach
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Suzanne Robertson, CFP®

Financial Advisor

Virginia Beach

Leadership Team

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CARL CARLSON

CEO & Founder

Richmond
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JIM WOLF

Financial Advisor

Colorado Springs
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Scott Rinehart

Financial Advisor

Kansas City & Topeka
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EMILY CARLSON

Marketing Director

Richmond
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SUSANNAH ORZOLEK

Financial Advisor

Richmond
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DAN MOYLAN

Chief Investment Officer

Topeka

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
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JAKE GILMAN

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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MAKENNA MATHY

Client Experience Specialist

Kansas City
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JAN FERGUSON

Client Experience Specialist

Richmond
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WHITNEY Bond

Client Experience Specialist

Topeka & Kansas City
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ELIZABETH SMITH

Client Experience Specialist

Virginia Beach

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

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.