Broker Check

Team

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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​Michael Carlson, CFP®

Financial Consultant, Investment Adviser Representative

317-781-4824

317-781-2656

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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Chelsea Everhart

Administrative Assistant

317.781.4824

chelsea@cwadvisors.com

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....

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