Chad Carlson, CFP®
Senior Vice President/Financial Advisor, Delta Trust Investments, Inc.
Chad is frequently consulted for expertise in issues such as: building a retirement fund, health care planning, cash and investment management, providing insurance protection, building a college fund, sheltering income from taxes, and generating current income. This includes working with business owners and plan sponsors in the evaluation and establishment of tax-deferred retirement plans, as well as business continuation plans.
Chad is a CERTIFIED FINANCIAL PLANNER™ practitioner and has over 15 years of experience in the financial services industry. He is an alumnus of Baylor University and the College for Financial Planning. He is also a graduate of Leadership Greater Little Rock Class XXV.
In the community, he served as president of the Arkansas Children’s Hospital Committee for the Future, and is a member of the Professional Advisory Council. Chad was chairman of the UAMS Consortium and has served on the board of directors of Arkansas Children’s Hospital and the Catholic High School Foundation. Chad is a District Governor of the Sigma Phi Epsilon Fraternity and serves presently on the Little Rock Air Force Base Community Council and as a board member for The Financial Planning Association of Arkansas and Kidsource Therapy.
Chad and his wife, Amy, are members of The Summit Church and have two children, Julia and Blake.
AR Insurance License #29508
Phone: 501.975.4010 | Fax: 501.975.4009
16600 Chenal Parkway | Little Rock, AR 72223