• John Carlson, CFP®

    Branch Manager, Financial Advisor

    CERTIFIED FINANCIAL PLANNER

With over 20 years' experience in finance, John offers distinguished customer service, personalized planning, and specializes in portfolio analysis. His hobbies include weekend sports with the family.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.