Carlson Financial
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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.
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Carl Carlson
CEO & Founder
Carl Carlson
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Dan Moylan
Chief Investment Officer
Theresa Muller
Chief Compliance Officer
Kim Abodeely
Director Of First Impressions
Sheryl Carter
Culture And Recognition Leader
