Chad is frequently consulted for expertise in issues that lead consumers to seek out the services of a financial planner, such as: building a retirement fund, health care planning, managing/reducing current debt, investment management, providing insurance protection, building a college fund, sheltering income from taxes, and generating current income. This includes working with business owners in the evaluation and establishment of tax-deferred retirement plans, as well as business continuation plans. Chad is a CERTIFIED FINANCIAL PLANNER™ practitioner. 

Chad graduated from Little Rock’s Catholic High School and earned a bachelor’s degree from Baylor University. He is a recurring writer for Medical News of Arkansas and has been a commentary author for the business weekly, Arkansas Business.

In the community, he has served as a Chamber Ambassador and fundraiser with the Little Rock Marathon. He is a past-president and life-member of the Arkansas Children’s Hospital Committee for the Future, as well as a past member of the Arkansas Children’s Hospital Foundation Board and Corporate Board of Directors. He was a charter member of the Kingdom Missions Fund and is a Kingdom Advisors Associate. Chad and his family are members of The Summit Church.   He is the chairman of the UAMS Consortium, a District Governor of the Sigma Phi Epsilon Fraternity, and a member of the Catholic High School Foundation Board and the Financial Planning Association™.

Chad and his wife, Amy have one daughter, Julia Kate.

CONTACT INFORMATION

Delta Trust Investments, Inc.
16600 Chenal Parkway
Little Rock, AR 72223
AR Insurance License #29508
501-975-4010 (Telephone)
501-975-4009 (Fax)
Chad Carlson (E-mail)

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