I grew up in Canada and moved to the United States in 1990 when my husband was transferred here with Great West Life. I was unable to work at the time and turned to volunteering in many different roles over the years. In late 2011, I learned about Sertoma while golfing, and this organization has impacted my life ever since. I was instrumental in forming the SouthGlenn Sertoma Club in 2012 and have been an active member ever since. I held many positions in my local club and served in several roles at the National level. These include Governor, Director at Large, Vice President, President Elect, and currently International President.
I am married with two grown children living here in Colorado, and my family is incredibly supportive of all my work with Sertoma.
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Judy Carlson is the CEO and Founder of the Judy Carlson Financial Group, where she helps couples create personalized, coordinated financial plans that support the life they want to live – now and in the future.
As an Independent Fiduciary and Comprehensive Financial Planner, Judy specializes in retirement income and wealth decumulation strategies. She is a CPA, Investment Advisor Representative, licensed in life and health insurance, and certified in long-term care planning.
Judy’s mission is to help guide clients with clarity and care, building financial plans that focus on real planning built around real lives.
Learn More: https://judycarlson.com/
Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser.
Mike Saunders, MBA
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