Al Carlson

Al Carlson, CEBS, PMP, CSFS, is a Principal Risk Services Executive at Sourcewell, where they assist teams and stakeholders with health and wealth decisions. With over 20 years of experience in sales, accounting, and health insurance strategic planning, Al has effectively managed benefits sales and retention efforts across multiple states. They previously served in various roles including Benefits Executive at NFP and VP of Employee Benefits, where they achieved significant revenue growth and client satisfaction. Al holds a BS in Accounting with a minor in communications from St. Cloud State University and is known for their problem-solving skills and dedication to helping individuals with financial planning.