Carlson, Denison & Associates

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Carlson, Denison & Associates
Team photo for Carlson, Denison & Associates

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Advisors

Advisor photo for Elaina A Carlson

Elaina A Carlson

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Elaina A Carlson's website
Advisor photo for Rodrigo Quintana

Rodrigo Quintana

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Rodrigo Quintana's website
Advisor photo for Jim Olizarowicz

Jim Olizarowicz

Financial Advisor

Visit Jim Olizarowicz's website


Team

Sharon Jackson

Sharon Jackson

Operations Director

Brooke Mathern

Brooke Mathern

Paraplanner

Diego Torres

Diego Torres

Paraplanner

Abriel Bolton

Abriel Bolton

Client Relationship Manager

Cynthia Membrila

Cynthia Membrila

Executive Assistant

Palaksh Sharma

Palaksh Sharma

Client Service Specialist

Mason Brommenschenkel

Mason Brommenschenkel

Client Service Specialist