Roy Carlson

Chief Investment Officer

Roy and Vivian Carlson are founders of Carlson Financial Services. Roy is head of the Investment Committee charged with helping advisors manage and analyze investment processes to implement effective investment strategies. In addition to being Chief Investment Officer, Roy is an author and frequent speaker on Financial Stewardship. He has been teaching Biblical Financial Stewardship for 20+ years. He is a proud homeschool dad to two daughters. Roy and Vivian have been active members of Open Door church since the early 2000’s. Roy serves on two non-profit boards and participates in charity golf tournaments to support the community. Roy is currently licensed as an insurance agent in North Carolina.