George Allison - MDK Financial Inc

Kay’s focus is on financial planning and risk management. She works to help you identify, plan for, and pursue your unique goals. She takes a relationship-centered approach and delivers candid feedback and recommendations with care. Kay’s process includes identifying short-term and long-term goals, addressing current and potential future risks and shortfalls, and uncovering assets and attributes. Rather than selling to you, she provides needs-based strategies to guide you toward sustainable outcomes. By doing this, she helps you transform your financial goals into achievable milestones as well as create strategies that protect and grow your wealth for generations to come.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

At Carlson Advisory & Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Columbia, MD area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.