Tuck Point Financial Group

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

Kurt M Carlson

CFP®, MBA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Kurt M Carlson's website


Team

Joanne O'Connell

Client Service Coordinator

Sarah Sarver

Sarah Sarver

Office Manager,

Assistant