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.... Read more 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.... Read more Chelsea Everhart Administrative Assistant 317.781.4824 email@example.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.... Read more Have a Question? Name Email Address Question Thank you! Oops!