Team
Rick Carlson, CFP®
Financial Consultant, Investment Adviser Representative
317-781-4824
Rick@CWAdvisors.com
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
Michael@CWAdvisors.com
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.