Welcome to
Carlson Wealth Management
Our Founder's Story
Passion Ignited
2002
At the core of Carlson Wealth Management lies a journey that began in 2002. Lisa Carlson's passion for financial services ignited during her early career, collaborating closely with financial advisors nationwide in various corporate roles.
Championing Holistic
Financial Planning
Witnessing advisors champion holistic financial planning and provide sound recommendations fueled Lisa's inspiration. Yet, she also observed instances where advisors didn't prioritize clients' best interests, becoming a driving force for positive change in the industry.
A Transformative Year
August 2020
Fast forward to August 2020, a transformative year for Lisa. A pivotal conversation with a friend named Rose revealed the toll of the pandemic on her family. Overwhelmed by financial complexities, Rose sought a trustworthy advisor offering comprehensive planning.
Becoming the Advisor
Many Were Searching For
Her friend's struggle resonated deeply, leading to a powerful realization - Lisa could be the advisor many were searching for. Supported by nearly two decades of experience, Lisa and her husband Dustin made the courageous decision to establish Carlson Wealth Management.
Journey Marked by
Sacrifice and Hard Work
The journey was marked by sacrifice and hard work, but it led Lisa to what feels like the perfect profession. Every day, she is honored to guide individuals and families toward their financial goals and prepare them for the unexpected.
