Our Team


Scott Carlson

Scott brings more than 25 years of knowledge in the financial services industry. Scott earned a Bachelor of Science degree from North Dakota State University in Fargo, ND where he majored in economics. He is a Investment Advisor Representative and holds FINRA Series 7, 24, 63 and 65 registrations along with a Life and health license. He is also a Chartered Financial Consultant and Chartered Life Underwriter.  Scott and his wife, Tami, have 4 children and reside in Waterloo, NE.

 


Shawn Johnson

Shawn brings a wealth of financial knowledge to the firm. Prior to joining Carlson Financial, he served as Vice President of a financial institution for 13 years.  Shawn earned his Bachelor of Arts degree from Bellevue University where he majored in Business Administration and minored in Economics. He is a Investment Advisor Representative and holds FINRA Series 7, 63 and 66 registrations along with a Life and Annuity license. Shawn and his wife Donna have two children and have been Elkhorn residents for over 20 years.