Carlton joined Northwestern Mutual after graduating from Dallas Baptist University in 2013, and started his career as a wholesaler with Transamerica before joining CUNA Mutual Group
in 2020.
Carlton and his wife, Alex, welcomed their first child in 2020. They enjoy spending time together outdoors with their Goldendoodle, Knox. Carlton enjoys grilling with his family, as well as golfing as often as possible.
Carlton’s focus is on developing strong client relationships and providing creative ideas to help them generate revenue and grow their business. His goal is to inspire confidence in advisors, and encourage them to reach out to him, knowing he adds value during their consultation.
Dan brings more than 15 years of experience in the financial industry, with more than a decade working in both internal and external wholesaling roles. He graduated from the University of Wisconsin-Madison with a double major in finance and risk management and insurance.
Dan is an avid Wisconsin Badgers football fan and a longtime season ticket holder. He and his wife have a Shiba Inu named Sam, and in their free time, they enjoy traveling, cooking and home renovation projects.
Dan wants his advisor clients to see him as a partner to provide solutions that can help their clients achieve their financial plans and goals. He works to exceed advisors’ expectations in every interaction to build strong relationships.
