Investment Advisor Representative

Rob joined Carlson Financial Services, LLC in March 2016 in order to serve clients financially and provide sound, independent advice that allows each client to align their faith and values with their finances. With this holistic approach, Rob integrates the 6 Key Areas of Planning into a comprehensive financial plan tailored for each individual's specific needs, goals, and desires.

As a registered Investment Advisor Representative & fiduciary financial planner, Rob currently maintains a Series 65 Securities License, Life Insurance License, & Long Term Care Insurance License and serves clients across the country. He is passionate about providing holistic planning solutions for clients, assessing and minimizing their risks, and working to preserve their wealth through investment and insurance solutions. He graduated from NC State University with a B.S. in Accounting with a Managerial Concentration

Rob is a lifelong North Carolina native and resides in Raleigh with his wife of 12 years, Emily. He serves as a Deacon at Imago Dei Church and when outside of the office, he loves traveling the globe with Emily, enjoying the North Carolina mountains, and fishing as much as possible.