• John Carlson, CFP®

    Branch Manager, Financial Advisor


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 Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.