Rick Carlson

Rick Carlson has over two decades of experience in the insurance and financial services industry. Currently, Rick serves as a Health Insurance Agent at Blue Cross and Blue Shield since 2003, specializing in employee benefits, health insurance, Medicare Supplement plans, and Medicare Advantage. Additionally, Rick operates as an Insurance Broker for various companies since 2005, focusing on health, life, and long-term care insurance, along with annuities. Since 2009, Rick has also worked as a Tax Preparer, managing individual tax returns, Subchapter S Corporations, Schedule C businesses, rental properties, and capital gains. Prior experience includes a role as a Financial Advisor at Waddell & Reed Financial Services, where Rick handled retirement accounts, life insurance, and employee benefits, as well as serving as a Corporate Tax Preparer at Transamerica. Rick holds an MBA in Finance from Keller Graduate School of Management of DeVry University, obtained between 1992 and 1996.