Carlson Financial is a financial services company that serves Colorado, Kansas, and Virginia. We help our clients move confidently from their years of saving into a secure retirement, developing an integrated financial plan that considers income, investment, tax, insurance, and estate planning.

Insurance

Retirement

Carlson Financial

Carl Carlson

Sheryl Carter

Laura Sim

Kim Abodeely

Theresa Muller

Dan Moylan

The Leadership Team at Carlson Financial, comprising the Chief Compliance Officer, Chief Investment Officer, and CEO & Founder, steers the strategic direction of the company. They ensure regulatory adherence, oversee investment strategies, and guide overall business growth to provide clients with comprehensive and secure retirement planning solutions.

Leadership Team

Client Services Team

Leadership Team

About

Team members

Other teams at Carlson Financial

Client Services Team