About Us

Judy Carlson, CPA | Bio

Lifetime Wealth Strategist

Investment Advisor Representative

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.

Ten years ago, 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 wealth strategies with tax efficient streams of retirement cashflow 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.

Britta Carlson | Bio

Director of Operations

Britta has been in the financial services industry helping families financially protect their money for the past ten years. She has her life insurance license and is an Investment Advisor Assistant.

Britta directs the client experience from the first meeting through the execution and implementation of the various aspects of a client’s financial plan.

Britta moved to Colorado from the Midwest in 2013 with her mom and brother. She is very creative and graduated with a Bachelor of Fine Arts degree in Web and Graphic Design from the Art Institute of Dallas. Britta has performed in many styles of dance from ballet to lyrical to contemporary and tap. She is also a Sheltie lover. Britta loves exploring and serving others.

Contact Us

9233 Park Meadows Drive | Suite 125
Lone Tree, CO 80124

*By appointment only

Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.         

All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark. 

Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.