Take the First Step

Contact us for a no-obligation meeting.

Contact Us
Use the following form for general inquiries. Do not send transaction orders (e.g., trade instructions), as it is our policy not to accept such items electronically. Requests for financial instructions must be confirmed by phone or in person with a Hefren-Tillotson representative prior to initiation.

The Carlson Group

at Hefren-Tillotson

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.

Take the First Step

Contact us for a no-obligation meeting.

Contact Us
Use the following form for general inquiries. Do not send transaction orders (e.g., trade instructions), as it is our policy not to accept such items electronically. Requests for financial instructions must be confirmed by phone or in person with a Hefren-Tillotson representative prior to initiation.
Teresa Davis
Financial Assistant

Watch and learn

Videos With The Carlson Group

Inside the Markets: Fortune Favors the Patient – Webinar Recording – March 30, 2022

46:36. | with Kim Tillotson Fleming, CFA®, Kurt Carlson, CFP®, CFA®, AIFA®, Brian J. Koble, CFA®, Jonathan Bernstein, CFA®, CFP®

Inside the Markets: The New New Normal – Webinar Recording – September 28, 2021

50:17. | with Kim Tillotson Fleming, CFA®, Kurt Carlson, CFP®, CFA®, AIFA®, Brian J. Koble, CFA®

Inside the Markets: Mid Year Review – Webinar Recording – June 24, 2021

48:17. | with Kurt Carlson, CFP®, CFA®, AIFA®, Brian J. Koble, CFA®

Inside the Markets: One Year Later

49:47. | with Kurt Carlson, CFP®, CFA®, AIFA®, Jonathan Bernstein, CFA®, CFP®, Brian J. Koble, CFA®, Timothy Davis

Hefren-Tillotson: Market Insights – Webinar Recording – July 16, 2020

44:49. | with James G. Meredith, CPA/PFS, Brian J. Koble, CFA®, Kurt Carlson, CFP®, CFA®, AIFA®

“History doesn’t repeat itself, but it often rhymes” – Part 2 – Webinar Recording – April 30, 2020

59:05. | with James G. Meredith, CPA/PFS, Brian J. Koble, CFA®, Kurt Carlson, CFP®, CFA®, AIFA®

“History doesn’t repeat itself, but it often rhymes” – Webinar Recording

40:11. | with Kurt Carlson, CFP®, CFA®, AIFA®, Brian J. Koble, CFA®, James G. Meredith, CPA/PFS

Pre-Retirement Years – Part 1

04:46. | with Kurt Carlson, CFP®, CFA®, AIFA®

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