Carl Carlson has been working in the financial industry for over 25 years, including ten years of experience in planning, wealth management and insurance. He graduated Summa Cum Laude with a bachelor's degree in finance from the University of Houston. Carl has earned his Chartered Life Underwriter (CLU) and is a current Investment Advisory Representative. He makes it his personal mission to help pre-retirees and retirees maximize their desired income while protecting and preserving their nest egg. He and his wife, Kay Lyn, have been married for over 30 years and they have three children: Emily, Anna, and Ethan. Emily works as a Marketing Director and Anna as a Financial Advisor, both at Carlson Financial. Ethan recently graduated from Pace University in New York City with a degree in Musical Theatre.