Broker Check

Team

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced team has helped many people just like you with similar concerns. Let us help you create an approach that is designed to address your individual situation.

In addition, we can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

Rick Carlson, CFP®

Financial Consultant, Investment Adviser Representative

317-781-4824
[email protected]

Almost 30 years in business as a financial advisor has given Rick the knowledge and experience needed to get to the heart of what matters to each of his clients and guide them to solutions that make a difference in their lives. The highlight of his work, however, is hearing his clients say, "we trust you."

It is with that sacred trust in mind that Rick goes to work each day. Combined with years of practical experience and a nationwide network of other trusted, experienced advisors and financial experts, Rick strives to deliver an uncommon level of personal service to his clients 

 

Michael Carlson

Financial Consultant, Investment Adviser Representative

317-781-4824
[email protected]

The youngest of Rick's 5 children, Michael will tell you he has learned from the best his whole life. From an early age, his father stressed the importance of doing the right thing and serving others. Rick taught Michael, "trust takes a lifetime to build, but only a second to break."
 
Michael worked summers in his dad's office starting at age 14, and he joined Rick full time after graduating from the Marriott School of Management at BYU in 2010. He shares a vision with his dad to keep their clients' best interest in mind on every decision.

 

Robin Lemon

Administrative Assistant

317-781-4824
[email protected]

Robin is the first person you talk to when you call Carlson Wealth Advisors, and the first person to greet you when you walk through the door. With an ever-present smile, she makes every effort to make our clients feel comfortable and accommodate their needs.
 
From scheduling appointments to helping clients reset their passwords and everything in between, her goal is to make sure our clients have a warm, friendly experience from day one.

 

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