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
As President and Chief Compliance Officer, Vivian uses her audit and tax background to ensure our accuracy and dependability. She is bilingual and holds a bachelor’s degree in accounting. 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 is head of the Investment Committee charged with helping advisors manage and analyze investment processes to implement effective investment strategies. Roy is a frequent speaker on Financial Stewardship and has been teaching Biblical Financial Stewardship for 20+ years. Roy is husband to founder Vivian Carlson and homeschool dad to two daughters. Roy and Vivian have been active members of Open Door church since the early 2000’s. Roy is currently licensed as an insurance agent in North Carolina and does not offer investment advice to clients.
13341 Falls of Neuse, Suite 201
Raleigh, North Carolina 27614
O. 919.554.0080 | f. 919.554.3922
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
All written content on this site is for information purposes only. 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.
Investment advisory services offered by duly registered individuals on behalf of CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Carlson Financial Services, LLC are unaffiliated entities.
Insurance products and services are offered through Carlson Financial Services, LLC. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of NC or where otherwise legally permitted.
Carlson Financial Services, LLC. and Roy Carlson is not affiliated with or endorsed by the Social Security Administration or any government agency. This material has been prepared for informational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Not registered as an IA (investment advisory) services.