Mike Carlson

Mike is passionate about coaching and helping people and businesses to be more financially successful. He works with businesses and individuals to map out and execute their financial plans, and also offers educational seminars and workshops on topics like retirement planning and social security optimization.

Mike runs Dave Ramsey Financial Peace seminars and is one of only ten advisors in the Omaha area that Dave Ramsey connects to those seeking investment help. He has completed Dave Ramsey’s Financial Coaching program.