Joe Carlson, CFP®

Joe Carlson, Senior Financial Planner, began his career in 2018 and has since developed a strong foundation in comprehensive financial planning and investment advisory services.

Joe works closely with high-net-worth individuals, families, and business owners to create personalized financial roadmaps. He helps clients navigate important decisions at all stages of life, from saving for their children’s education to establishing a lasting family legacy. Joe values the relationships he builds with his clients throughout their financial journeys, finding fulfillment in providing them with clarity, peace of mind, and long-term financial confidence.

Joe lives in Elkhorn, NE, with his wife, Taylor, their son, Cooper, and their mini Goldendoodle, Miley. He is an avid Husker and Bluejay fan (a true Jaysker) and enjoys playing basketball, golfing, and snowboarding. He is also a Notre Dame fan—because diversification is important.