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Meet Our Team

Dedicated Professionals Who Are Proud to Serve You

Carlson Wealth Advisors is a family-owned, father son team with nearly 40 years of experience. Our team of financial professionals blends personalized strategies and meaningful relationships to help you achieve your financial goals. 

​Michael Carlson, CFP®

Financial Consultant, Investment Adviser Representative

317-781-4824

Michael@CWAdvisors.com

Michael is a Financial Advisor registered to sell investments and licensed to sell a variety of insurance products. In 2010 he graduated from the Marriott School of Management at BYU with a BS degree in business management and finance....

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Rachel Mehling

Operations Assistant

317-781-4824

Rachel@cwadvisors.com

Rachel is the Operations Assistant. She joined the Carlson Wealth Advisors team in July 2022. She primarily handles all account-related paperwork and distribution requests. Rachel graduated from Brigham Young University (BYU) in 2019...
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Richard Carlson, CFP®

317-781-4824

317-781-2656

Rick@CWAdvisors.com

Since 1987, I have been helping individuals and business owners pursue their financial goals. I am a CERTIFIED FINANCIAL PLANNER™ professional, registered to sell investments and licensed to sell a variety of insurance products....

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At Carlson Wealth Advisors, we’re committed to giving independent, unbiased, and comprehensive advice to every client. 

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Our Approach

Through planning and meaningful relationships, we help you find clarity for what’s ahead to help you achieve your goals.

Our Approach

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Reach out today to learn more about our processes and strategies that help you gain more opportunities than you thought possible.

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