Why we do it.

I grew up on a farm in Kansas and began working in the financial industry at age 25. Although I started out working for some big wealth management firms, I quickly grew frustrated by the industry’s lack of honesty and transparency. It seemed as if those big firms cared more about filling their own pockets than truly putting the client first.

To do things the right way, I decided to start my own firm and launched Carlson Financial in 2012. I am extremely proud of our fiduciary advisors who put our clients first every step of the planning process.

When I’m not making EPIC plans for our clients, you can find me traveling with my wife, Kay Lyn, FaceTiming with my three children (Emily, Anna and Ethan), or trying to find the next best Cabernet Sauvignon!