Carlson Financial Employee Directory

Carlson Financial corporate office is located in 1155 Kelly Johnson Blvd Ste 204, Colorado Springs, Colorado, 80920, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Sales

C-Suite

Operations

Legal

Human Resources

Key Employees of Carlson Financial

Susannah Orzol...
Chief Operating Officer
PhoneEmail
LS
Laura Simoes
Chief of Staff
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Carlson Financial Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Carlson Financial

Hundreds of professionals searching for Carlson Financial have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

JM
Jordan Mistretta
Email Direct
Financial Advisor
United States , Colorado , Colorado Springs

Marvin Carlson
Email Direct
Owner
United States , Colorado , Colorado Springs

SC
Sheryl Carter
Email Direct
Culture & Recognition Leader
United States , Colorado , Colorado Springs

Susannah Orzolek
Email Direct
Chief Operating Officer
United States , Colorado , Colorado Springs

TM
Theresa Muller
Email Direct
Chief Compliance Officer
United States , Colorado , Colorado Springs

TL
Tina Luckey
Email Direct
Client Services Specialist & Practitioner
United States , Colorado , Colorado Springs

LS
Laura Simoes
Email Direct
Chief of Staff
United States , Colorado , Colorado Springs

JF
Jan Ferguson
Email Direct
Client Experience Specialist
United States , Colorado , Colorado Springs

ES
Elizabeth Shackelford-Smith
Email Direct
Client Experience Specialist
United States , Colorado , Colorado Springs

MW
Marissa Waldron
Email Direct
Financial Planner
United States , Colorado , Colorado Springs

SC
Sydni Carey
Email Direct
Client Experience Specialist
United States , Colorado , Colorado Springs

TD
Thomas Doyle
Email Direct
Financial Associate & Advisor
United States , Colorado , Colorado Springs

JB
Jonathan Brobst
Email Direct
Financial Advisor
United States , Colorado , Colorado Springs

DB
Denise Blake
Email Direct
Administrative Assistant
United States , Colorado , Colorado Springs

CT
Christi Tenholder
Email Direct
Client Service Specialist
United States , Colorado , Colorado Springs

Former Employees at Carlson Financial

Explore people who held key positions, contributed to Carlson Financial's success, and advanced their careers.

Kelsey Herl

HR Assistant at Topeka & Shawnee Count...

Worked as Client Service Specialist

at Carlson Financial (2021-2024)

Direct

Ryan Rinehart

Founder & Financial Ad... at Denali Financial Group

Worked as Financial Advisor

at Carlson Financial (2021-2024)

Direct

Jake Gilman

Director, Operations at GRIP Financial

Worked as Client Service Specialist

at Carlson Financial (2020-2023)

Direct

Mask Content

Newsroom Operations Co... at POLITICO

Worked as Executive Assistant To Chief Executive Officer

at Carlson Financial (2018-2019)

Direct

Mask Content

Director of Impression... at Denali Financial Group

Worked as Office & Accounts Payable Coordinator

at Carlson Financial (2021-2024)

Direct

Mask Content

Service Manager at code 3 av

Worked as Audio Visual Technician

at Carlson Financial (2019-2020)

Direct

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Frequently Asked Questions Regarding Carlson Financial Employees

How many employees does Carlson Financial have?

Carlson Financial has 11-50 employees

Who are Carlson Financial key employees?

Some of Carlson Financial key employees are Susannah Orzolek, Laura Simoes

Where is Carlson Financial located?

Carlson Financial’s headquarters are located at 1155 Kelly Johnson Blvd Ste 204, Colorado Springs, Colorado, 80920, United States

How do I contact Carlson Financial?

Carlson Financial Contact Info: Phone number: (844) 227-5766 Website: www.carlsonfinancial.com

What does Carlson Financial do?

Carlson Financial is a retirement planning advisory firm that specializes in providing financial services to clients aged 50 and above. Their offerings include income planning, investment planning, insurance planning, income tax planning, and inheritance planning, all designed to help clients build wealth, minimize taxes, and leave a legacy. The fi... Read More

Is Carlson Financial a public company?

Carlson Financial is private company therefore does not currently have an official ticker symbol

See more information about Carlson Financial Employees