Justin Carlson, CFP®, ChFC®

As a Private Wealth Manager, holding both the CFP (CERTIFIED FINANCIAL PLANNER) and ChFC (CHARTERED FINANCIAL CONSULTANT) designations, Justin brings a wealth of knowledge to the team at Stevens Capital Partners^SM . With a passion for helping individuals and families achieve their financial goals, he delivers on simplifying complex financial topics, while empowering clients to make informed decisions that align with their aspirations. He believes in fostering long-term relationships built on trust and transparency.

Prior to Stevens Capital Partners^SM, Justin was a Wealth Planner for a national 30 billion dollar RIA firm, where he tailored holistic financial strategies to address the unique needs of high-net-worth individuals; including conversations around the importance of time allocation, values, family, and future generations.

Justin and his wife, Regan, live in Omaha with their 3 boys. When not at work or with his family, you can find Justin on his bike, in the gym or playing basketball or pickleball. He enjoys coaching youth sports and is an elder at Revival Christian Church, where he and his family attend. He and his wife have been foster parents with Release Ministries since 2020.