Erik Carlson

Erik Carlson, CFP®, CTFA, RICP®

Financial Services Representative

Erik Carlson is a Financial Services Representative serving clients in Minnesota including Covenant Living of Golden Valley and Minnehaha Academy, and South Dakota and Western Wisconsin. In his role, he helps clients and organizations achieve their financial, legacy and charitable goals. He has been with Covenant Trust since June of 2016.

Erik graduated from Bethel University in 2012 with a degree in biblical and theological studies and in 2015 earned an M.A. in systematic theology from Luther Seminary. He completed his coursework for the financial planning certification (CFP®) at Minnesota State University in 2018. Erik holds professional designations in retirement income planning (RICP®) and as a Certified Trust and Financial Advisor (CTFA) and is a member of the Financial Planning Association of Minnesota. Prior to coming to Covenant Trust, he worked as an advisor with Thrivent Financial.

Erik lives in St. Paul, MN with his wife Kristin, who teaches middle school language arts, and their two children, Soren and Annika. He is an active member of First Covenant Church of St. Paul and enjoys spending time with family, camping, hiking and other outdoor activities.

Phone: 847-583-3280