Team
Richard Carlson, CFP®
317-781-2656
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....
Michael Carlson, CFP®
Financial Consultant, Investment Adviser Representative
317-781-2656
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....
Chelsea Everhart
Administrative Assistant
Chelsea Everhart is the Administrative Assistant for Carlson Wealth Advisors. She joined the team in October of 2019. Chelsea has a B.S. in English and a Masters in Library Science, with several years' experience in the library field....