Carlson Financial’s mission is to help provide retirees and aspiring retirees with more secure retirement income strategies. Our primary focus is to help make sure our clients never run out of income in retirement; no matter how long they live or how the stock market performs.
Carl Carlson, CLU
CEO & Founder
Carl brings over 25 years of experience in the financial industry, with 9 years of experience in wealth management and insurance. He holds a Bachelor’s degree in finance from the University of Houston, graduating Summa Cum Laude. He is a frequent speaker, speaking on financial topics and issues for today’s pre-retirees and retirees. Carl serves as the Financial Expert for both WIBW CBS in Topeka & WWBT NBC in Richmond. Carl makes it his personal mission to help pre-retirees and retirees maximize their desired income while protecting and preserving their money. Carl and his wife Kay Lyn have been married for over 30 years and have 3 children. He has earned his Chartered Life Underwriter (CLU) and is a current Investment Advisory Representative. Carl is the former CEO, President and Founder of several businesses, including a national software company and a community bank.
Chief Investment Officier
Dan has over 20 years of experience in business systems management, with 5 years of experience in market analysis and system development for trading stocks and futures contracts. Dan innovated a system to measure how market momentum and trends impact price in the financial markets. He is a graduate of Colorado State University with a Bachelor of Science degree. He brings a systematic approach to business management, incorporating data management to streamline the day to day tasks of financial services, while providing a strong commitment to client service. Dan & his wife Penny have 2 sons, Age 18 and 8, along with a 15 year-old daughter. They enjoy family vacations to the beach in the summer and snow skiing in Colorado in the winter.
Executive Director, Marketing
Dylan has a marketing career spanning nearly 15 years. Crafting a personalized experience and seamless interaction with clients is the #1 goal Dylan strives for at Carlson Financial. Prior to arriving, Dylan served as the Director of Marketing for OB Sports Management in Denver, Colorado. In his early career, he worked for Fox, NBC and CBS TV Affiliates developing creative marketing campaigns and even starring in his own award-winning TV show for 3 years. Dylan is an 8-time Kansas Association of Broadcasters award winner. He graduated from the University of Kansas. Dylan enjoys the time he spends with his wife Jessica and 3-year-old son Brecken! Both he and his wife graduated from the University of Kansas and thrive on a lifestyle filled with sports and faith. If Dylan isn’t at work he is likely to be traveling the world with his family. Dylan studied abroad in Austria and speaks relatively fluent German as a second language.
Scott is a licensed Certified Public Accountant, and a born and raised Topekan. He’s a fourth-generation Washburn Rural Junior Blue, and a proud Washburn Ichabod. He married his high school sweetheart, Kelsey, in 2015 and considers this to be by far his greatest accomplishment! Kelsey is a middle school teacher in the Washburn Rural district. Topeka is home, and he is excited about the efforts going into making the city an even better place to live and raise a family. He and his wife Kelsey are excited to be part of that effort in whatever small way they can.
After graduating from Washburn University with a degree in Accounting and Finance, Scott began his career in financial and SEC reporting at FHLBank Topeka. He spent the last four years at Westar Energy in the Corporate Finance department. There he gained capital markets experience, coordinating with investment bankers, legal teams, and trustees on debt and equity issuances. For the last year, Scott was responsible for the monthly reporting of current and projected earnings results to the officer team. While he enjoyed his work at Westar, Scott was missing the impact he could have by working with individuals. He’s had a passion for personal finance since college. He is excited to work for Carlson Financial in the Kansas office.
Client Service Specialist
Anna works directly with clients, handling requests, overseeing new accounts, preparing for client reviews, executing account transfers, beneficiary changes, and new contributions, focusing primarily on annuities. She enjoys meeting, interacting, and establishing great relationships with each client. In her spare time, she enjoys reading, swimming, experimenting in the kitchen and getting together with friends.
Client Service Specialist
Brett is responsible for client services and administrative support, focusing primarily on new accounts, paperwork processing and client reviews. Brett comes to us with an extensive background in customer service. He has worked in the Financial Industry for over 8 years, both in Personal Banking and Investments. A Washburn University Alumnus and Topeka native, Brett enjoys spending time outside of work with his wife Ashlee and their two daughters Sydnee and Sophia.
Client Service Specialist
Annalisa has worked in the financial service industry since 2010. Annalisa is enthusiastic about helping clients with their day-to-day administrative and service-related needs. Her primary responsibilities include new accounts, money movement, account updates, and client meetings. She holds a Bachelor of Science degree from Bob Jones University in Greenville, SC. Annalisa loves spending time with her husband Tony and their almost one-year old daughter Lorelai. They enjoy playing music together. Annalisa plays harp and Tony plays guitar and hope that someday Lorelai will join them with an instrument of her own. They are excited to begin exploring the Richmond area and the numerous historical sites.
Emily joined the team in January of 2016 as the Project Manager. Emily oversees setup of Carlson Financial Dinner Events. She provides a welcoming experience for all clients and guests throughout the year during our events and in the office in Richmond. Emily holds her degree in Psychology from Kansas State University.
Renee, the newest member of the Richmond team, brings a warm smile and 6 years of customer service experience & communication skills for our clients. Originally a California native, Renee has developed her love for Virginia as a graduate of Virginia’s very own Hanover High School and Virginia Commonwealth University. She brings a strong understanding of the area and a desire to make all our clients feel like family. In her spare time, Renee enjoys fitness, baking and soaking up the sun with her large family and three dogs.
Kristen joined the Topeka team in October 2017, after working in young childhood development, she decided to switch career paths and join Carlson Financial. During her high school years is where she gained her passion for customer service and helping others while working in the restaurant industry and volunteering at soup kitchens. Kristen is the first to great clients and guests in the Topeka Carlson Financial office. On a day-to-day basis you can find Kristen scheduling and coordinating appointments and events, managing documents and performing multifaceted general office support. She was born and raised in Olathe, Kansas and recently moved to Topeka in December 2016 to begin a life with her fiancé who is a native of the area. In her free time, she enjoys traveling back home to see friends & family and she has a passion for cooking and baking. For recreation, Kristen enjoys spending time at Table Rock Lake with her family during the summer, fishing with her grandpa, watching Kansas City Royals, Kansas City Chiefs, and KU Basketball games. Her goal is to be able to grow with Carlson Financial and eventually go to college to study business.
Let’s discuss your financial future
To schedule a time to discuss your financial future, contact us at info@CarlsonFinancial.com or call us at 844 – CARLSON (844-227-5766) today!
With so many investment and insurance products available today, it’s important to work with a financial professional who specializes in investments, insurance and annuities.