Carl Carlson brings over 25 years of experience in the financial industry, with 9 years of experience in financial planning and wealth management. He holds a bachelor’s degree in finance from the University of Houston, graduating Summa Cum Laude. Carl has earned his Chartered Life Underwriter (CLU) and is a current Investment Advisory Representative. Carl makes it his personal mission to help pre-retirees and retirees maximize their desired income while protecting and preserving their money. Carl and his wife, Kay Lyn, have been married for over 30 years and have 3 children. Their oldest daughter Emily is a graduate of Kansas State University with a Major in Psychology. Anna, their middle daughter serves as the Client Relations Specialist for Carlson Financial & their son Ethan just graduated from Pace University in New York City with a major in Musical Theatre.