Before joining my dad, Kurt Carlson, at Hefren-Tillotson in July of 2017, I spent my first year after college in the fashion industry. I started my career with TJX Companies, a Fortune 500 fashion & lifestyle company based out of Boston, MA. Wanting to be closer to my family, I ended up moving back to Pittsburgh where I worked for a local boutique in Aspinwall. When the opportunity came up to join my dad at Hefren-Tillotson, I felt drawn to shifting my career from helping people feel confident in what they wore, to helping them feel confident in their financial futures. Ever since my first day, I've always kept displayed on my desk a framed picture from many years ago of me sitting on my dad's lap in his first office at Hefren-Tillotson. Little did I know that he had kept it in his office all those years, only for us to one day work together!
As part of the Carlson Group here at Baird, I work as a Financial Advisor helping clients of all ages and backgrounds with a variety of Financial Planning needs including: Insurance, Education, Retirement, Investment, Tax, and Estate planning. No matter what your financial goals are, I'm here to help you understand where you are and plan for how to get you to where you want to be.
I am a graduate of The Ohio State University (2016) and received my bachelor's degree in both Business Administration and Human Ecology. I also hold Executive Education certificates from the Yale School of Management in Investment Management Theory & Practice and Wealth Management Theory & Practice. I am a CFP® practitioner, CIMA® professional, and a CPWA® certificant.
I am a Pittsburgh native, and I currently reside in Cranberry Township with my husband, Saied, and our two miniature dachshunds, Ginny and Juniper. In my free time, I enjoy spending time with my family and friends, learning how to make pasta from scratch with my husband, and traveling.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks, “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.
Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor.” Use of CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.