How We Work
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 Carlson
883-688-3705
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
883-688-3705
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.
Deborah Frecks
Deborah "Debbie" Frecks brings 35 years of experience in the financial planning industry having spent her career supporting financial practices in Omaha. She lives in Omaha with her husband, Mike.
Mackenzie Carlson
Associate
mackenzie@carlson-financial.net
In Mackenzie’s four years at Creighton University, she earned a Bachelor of Science in Business Administration in Accounting and Financial Planning, a Master of Accounting (MAC), and a Graduate Certificate of Business Analytics. She started her career as a Technology Assurance Audit Financial Services Associate at KPMG. After working in accounting, Mackenzie worked as an Investment Product Associate at Ladenburg Thalmann Asset Management. Mackenzie joined the Carlson Financial team in 2024 and resides in both Omaha and New York City.
Tyler Neary
Investment Advisor Representative
Tyler brings 9 years of financial planning expertise working as a Financial Advisor with both family and business clients to the firm. Tyler earned his Bachelor of Science degree from The University of Nebraska – Lincoln where he majored in PGA Golf Management. He is a Investment Advisor Representative and holds FINRA Series 7, 63, 66 registrations along with life and health licenses. Tyler and his wife, Stephanie, have 2 children and reside in Omaha, NE.