Team profile

Focused on your Vision

Mission: Working with you through your financial planning journey, creating a plan to help empower you to pursue your passions and dreams. 

At Carlson Advisors, we lead with our HEARTS.

Honesty – We act transparently and ethically

Empathy – Understanding and respecting each client

Accountability – Committing to uphold our values

Reliability – Fostering lifelong connections

Teamwork – Working together to support your financial planning goals

Service – Providing dedicated and compassionate through great service 

Areas of focus

  • Women's Financial Strategies
  • Military Financial Advisor
  • Tax Planning Strategies
  • Small Business
  • Family Finances
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investment Management
  • Saving for Education
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Cash Flow Management Strategies

Awards & recognition

  • Carlson Advisors, Ameriprise Client Experience Award, 2020-2023

Community participation

Open House donations for Brighter Tomorrows
Open House donations for Brighter Tomorrows

Thank you to everyone who attending our Open House for our new office. We were so thankful to everyone for supporting Brighter Tomorrows with donations for their program.

Honored to receive recognition.

All of us at Carlson Advisors are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Carlson Advisors team and the great experience we work so hard to provide for our clients every day.

Our photos

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