Marc Carlson

Marc Carlson is an accredited Investment Advisor Representative and a licensed insurance agent. He has been working in the financial planning business for over 7 years. As a fiduciary, it is his goal to find the best investment solution for each client. He enjoys educating clients on their best options, and creating a customized financial plan to meet the client’s long term financial and retirement goals. Marc and his wife Kim split their time between Austin, TX and Tulsa, OK. They enjoy being able to work remotely. Marc also serves as a board member on their homeowner association and local communities. Outside of work, they enjoy traveling, volunteering, golfing, cycling, hiking, and acting. One day however a small line of blind text by the name of Lorem Ipsum decided to leave for the far World of Grammar. The Big Oxmox advised her not to do so, because