Anna Carlson headshot

Anna Carlson CFP®

Operations Manager

Anna has spent most of her life in the Twin Cities. She studied Economics at Wheaton College and returned to MN after graduating at the end of 2019. Anna enjoys traveling, running, and trying new restaurants and coffee shops. She married her husband, Tanner, in 2021 and together they have a Mini Bernedoodle puppy named Winston.


  • B.A. Economics – Magna Cum Laude Honors
    • Wheaton College, 2019
  • Holds Series 7 & 66 FINRA Licenses