Carlson Financial ServicesCarlson Financial Services
Agile. Personal. Flexible.
The mission of Carlson Financial Services, LLC is to provide a platform whereby clients can align their giving, spending and savings to be consistent with their faith and their family’s priorities. The investment advisor representative’s goal is to help you protect and grow your wealth by thoroughly listening to your unique objectives and goals and from there, design proven, innovative strategies that meet those needs. You are the steward. Let’s help you get there.
Rob joined Carlson Financial Services, LLC in March 2016 in order to serve clients financially and provide sound, independent advice that allows each client to align their faith and values with their finances. With this holistic approach, Rob integrates the 6 Key Areas of Planning into a comprehensive financial plan tailored for each individual's specific needs, goals, and desires.
As a registered Investment Advisor Representative & fiduciary financial planner, Rob currently maintains a Series 65 Securities License, Life Insurance License, & Long Term Care Insurance License and serves clients across the country. He is passionate about providing holistic planning solutions for clients, assessing and minimizing their risks, and working to preserve their wealth through investment and insurance solutions. He graduated from NC State University with a B.S. in Accounting with a Managerial Concentration
Rob is a lifelong North Carolina native and resides in Raleigh with his wife of 12 years, Emily. He serves as a Deacon at Imago Dei Church and when outside of the office, he loves traveling the globe with Emily, enjoying the North Carolina mountains, and fishing as much as possible.
Investment Advisor Representative
Denise joined Carlson Financial Services, LLC in March 2023 in order to minister to clients financially through sound, independent advice that aligns their faith with their values and finances. Using a holistic approach, Denise integrates the 6 Key Areas of Planning into a comprehensive financial plan tailored for each individual’s specific needs, goals, desires, and values.
Denise currently leads our Knoxville, TN office where she builds relationships with those in the community. Outside of the office she enjoys traveling both in America and overseas. When at home, she can be seen rooting on the UT Volunteers and spending time with family and friends.
As an Investment Advisor Representative, she currently holds a Series 65 Securities License, along with a Bachelor of Arts in Communications degree from Carlson-Newman University, and a double masters in Christian Education and Biblical Counseling from Southeastern Baptist Theological Seminary.
Office Manager / Client Relations
Mary joined Carlson Financial Services in 2014. Roy & Vivian Carlson have known her and her husband for over 35 years. As office manager she ensures the day-to-day administrative responsibilities run smoothly.
Mary brings us her 24 years as VP of Operations experience and is the glue between our Investment Advisor Representatives and our family of clients.
Her commitment to detail and genuine care for each client builds excellent quality relationships. You will be hard-pressed to escape one of her hugs, but it is that endearing quality that makes our clients feel right at home.
When not at work, she enjoys being home, cooking, exercising & traveling with her husband of over 40 years and their Cavachon dogs.
President
Vivian is President and Chief Compliance Officer at Carlson Financial Services. She has more than 20 years' experience working with her husband to lead this forward-thinking company and build relationships. She has a strong background in auditing and taxes which ensures her compliance hat is always on. Vivian holds a bachelor's degree in accounting and is bilingual. As a homeschool mom you will find Vivian enjoying family time with her husband Roy Carlson (Married 28 years), two beautiful daughters, and their yorkies.
Chief Investment Officer
Roy and Vivian Carlson are founders of Carlson Financial Services. Roy is head of the Investment Committee charged with helping advisors manage and analyze investment processes to implement effective investment strategies. In addition to being Chief Investment Officer, Roy is an author and frequent speaker on Financial Stewardship. He has been teaching Biblical Financial Stewardship for 20+ years. He is a proud homeschool dad to two daughters. Roy and Vivian have been active members of Open Door church since the early 2000’s. Roy serves on two non-profit boards and participates in charity golf tournaments to support the community. Roy is currently licensed as an insurance agent in North Carolina.
13341 Falls of Neuse, Suite 201
Raleigh, North Carolina 27614
O. 919.554.0080 | f. 919.554.3922
Investment advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. CreativeOne Wealth, LLC and Carlson Financial Services, LLC are unaffiliated entities.
Licensed Insurance Professionals. Insurance products and services are offered through Carlson Financial Services, LLC
All information on this site is for information purposes only and should not be construed as accounting, legal, tax or investment advice. Opinions expressed herein are solely those of Carlson Financial Services, LLC., and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation.
We are not affiliated with or endorsed by the Social Security Administration or any government agency. Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.