Judy Carlson, CPA
Investment Adviser Representative
OFFICE: 720-445-1308

MOBILE: 720-445-1308

9233 Park Meadows Dr., Suite #125, Lone Tree, CO 80124

By Appointment Only

Judy knew in high school she wanted to be a CPA. She pursued her dreams,passed her CPA exam right out of college, and has been a CPA for 40 years. Her career has spanned public accounting, taxes, corporate finance, and education.

Over the years, working with many people, Judy realized most people are saving money in traditional market-based investment strategies that are 40 years old! She saw first-hand how challenging the retirement years can be based on the way people save money. Judy made it her goal and mission to
learn new ways of saving money that didn’t put hard-earned wealth at risk for unknown taxes and market unpredictability.

In 2013, Judy changed her business model. Now her passion is protecting families financially. She is an Investment Advisor Representative, a fiduciary, holds her life and health insurance licenses, and owns her own company. Judy is completely independent; she does not have loyalties to any particular financial products, investments, fund families, or broker dealers.

Judy is excited to help her clients design their own unique lifetime financial strategies with tax efficient streams of retirement income they cannot outlive.

Judy loves exploring Colorado’s beauty and really enjoys the sunshine. Originally from Minnesota, she graduated from the University of Minnesota with a Bachelor of Science degree in Accounting. She spent several years in the northwoods of Wisconsin before moving to Colorado in 2013 with her two children. She is an outdoor girl with a big heart who loves putting others first.


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