Carlson will provide investment advisory services to individuals and retirement plan sponsors out of the firm’s Riverside, California, office. He will collaborate with veteran retirement plan consultants Lloyd Engleman and Fred Hamsayeh.
Carlson joins Retirement Benefits Group after working in the mortgage industry for close to 20 years, including nine years operating Premier Home Loans and ProServ Mortgage—two private practices. He has extensive experience in constructing loans for clients.
Carlson earned a bachelor’s degree in psychology from California Baptist University, where he also earned a master’s degree in counseling psychology.
Retirement Benefits Group specializes in providing customized retirement plan consulting services, executive benefits, wealth management, and retirement management services to individuals and companies of all sizes throughout the United States. More information is available at www.rbgnrp.com.