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Thomas Carlson, BFA

I serve a variety of individuals, families & small businesses to help them identify and pursue their financial goals. I monitor progress toward those goals, making recommendations and periodic adjustments as needed along the way. I ensure all of my clients are consistently informed about their progress, communicating regularly--helping them to navigate their way to the goal of having a successful, reliable source of income for retirement, and beyond. Many of my clients are employees at Bon Secours, CHKD, Riverside, Sentara, and Huntington Ingalls & I would love to talk with you about your financial goals and offer my expertise! Contact me for a free, no obligation initial consultation or second opinion, and a chance to become better acquainted.