The Carlson Group primarily consults with individuals in developing comprehensive financial plans and strategies to achieve their goals in the areas of investments, insurance, retirement, estate, and tax planning. They believe in helping clients become and remain financially independent through traditional and fee-based relationships. Members of The Carlson Group include Kurt E. Carlson, Kenneth A. Breaden, Cassidy Carlson, and Teresa Davis.

Kurt has been with the firm since 1990 and is an Executive Vice President, CFP® practitioner, a Chartered Financial Analyst charter holder (CFA®) and an Accredited Investment Fiduciary Auditor (AIFA®). He is part of the Asset Management Advisory Board at Hefren-Tillotson, Inc. and is also a co-host on Sunday's "Your Money and You" on KDKA.

Kenneth Breaden has been with the firm since 2012 and is a Financial Advisor and CFP® practitioner. Cassidy Carlson has been with the firm since 2017 and is also a Financial Advisor and CFP® practitioner. Teresa Davis has been with the company since 2016 and is a Financial Assistant on the team.

Kurt, Ken, Cassidy, and Teresa enjoy providing personalized service and ongoing support for their clients, as well as developing and maintaining meaningful relationships with them.