1908 North 203rd Street,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
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 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.
Jodi is new to the Carlson Financial team. She brings over 20 years of advertising and marketing experience to the group. Jodi graduated from the University of Nebraska-Lincoln with a Bachelor of Journalism in Advertising. She has worked as an account executive and retail advertising manager, as well as the marketing director for the Fremont Family YMCA. Jodi and her husband, Jay, live in Fremont and have three sons.