Our Team

At the Judy Carlson Financial Group, our team works together to provide a highly personal, coordinated planning experience. We combine decades of financial expertise, thoughtful operations, and genuine care to help our clients feel supported, understood, and confident in their financial decisions—every step of the way.

Judy Carlson, CPA

Founder & CEO

Investment Advisor Representative

Judy Carlson is the Founder and CEO of the Judy Carlson Financial Group. She works with individuals, couples, and families to design, build, and implement coordinated, comprehensive financial plans, supporting her clients from today through life expectancy and legacy.

Judy knew as early as high school that she wanted to become a CPA. She earned her accounting degree from the University of Minnesota’s Carlson School of Management, passed the CPA exam, and began her career in public accounting.

Her professional background includes leadership roles in corporate finance within the healthcare, retail, and education industries before transitioning to personal financial planning in 2012.

Today, Judy is an independent fiduciary specializing in retirement income planning and long-term financial coordination. She is a CPA, Investment Advisor Representative, Life and Health Insurance licensed, and Long-Term Care certified. She brings multiple disciplines together under one coordinated planning approach.

Judy’s mission is to educate and empower clients through an all-inclusive financial plan. A plan that provides clarity, confidence, and the freedom to pursue what matters most throughout their lifetime.

Britta Carlson

Relationship & Operations Director

Britta Carlson is the Relationship & Operations Director at the Judy Carlson Financial Group. She has worked in the financial services industry since 2012, partnering with Judy and other financial advisors to support clients and manage the operations of financial planning practices.

Prior to joining the Judy Carlson Financial Group full-time, Britta developed, executed, and managed all aspects of operations for two local financial planning firms, building systems and processes designed to support strong client relationships and long-term success.

At the firm, Britta oversees the client experience from the first meeting through the design, implementation, and ongoing review of each client’s financial plan. She plays a key role in ensuring that every interaction reflects care, precision, and follow-through.

Britta is Life and Health Insurance licensed, Long-Term Care certified, and serves as an Investment Advisor Assistant.

Dita

Chief Happiness Officer

Dita is the Chief Happiness Officer at the Judy Carlson Financial Group and an expert in greeting clients, boosting morale, and reminding everyone to pause and smile. As our office Sheltie, she brings warmth, calm, and a comforting presence to the day, often from her favorite spot nearby.

While she doesn’t offer financial advice, Dita plays an important role in creating the welcoming, relaxed environment our clients have come to love.

And a special mention…

Jazzie

We’re also training our newest team member, Jazzie, a Sheltie puppy who will one day follow in Dita’s paw prints. For now, she’s perfecting her skills at home.

Awards