Lisa is a Financial Advisor and founder of Carlson Wealth Management. She has nearly 20 years of experience in the insurance and financial services industry. Prior to starting Carlson Wealth Management, Lisa established a wealth of knowledge in various sales leadership and marketing positions at leading financial services corporations. She helped top financial advisors understand various financial instruments to make sure clients retire confidently.
Lisa is a graduate of Iowa State University where she received her Bachelor of Science in Business Administration. While in college Lisa took the opportunity to study abroad in Seoul, South Korea where she studied Korean Language, International Business and Korean Political Economy & Business. She holds securities registration Series 65 (Uniform Registered Investment Advisor State Law) with Brokers International Financial Services and her Iowa Insurance License.
Lisa grew up in central Iowa, enjoying camping and being outdoors. In her spare time, you can find Lisa outdoors with her husband and two young boys. She is also an avid reader and passionate about health and wellness.