Judy Carlson is the CEO and Founder of Coram Deo Financial, a financial strategy firm helping people who are saving money into tax-deferred plans (401k’s, IRAs, etc.) diversify those assets before retirement. Judy helps strategize the movement of assets from tax-deferred to tax-free buckets for senior executives, senior managers, business owners, and entrepreneurs.
Judy is a CPA with extensive experience in public accounting and corporate finance. Her diverse background includes senior level management and leadership positions in a variety of industries including healthcare and retail. While she loves accounting, analysis and corporate finance, she realized she loves working with people not just papers. She brings an exceptional breadth and depth of knowledge and experience to her financial services firm.
When Judy is not helping people live their fullest life possible while paying the lowest taxes possible, she is out exploring Colorado’s beauty and enjoying the sunshine. Originally from Minnesota, she graduated with honors from the University of Minnesota with a Bachelor of Science degree in Accounting. She spent several years in the north woods of Wisconsin before moving to Colorado in 2013 with her two children. She is an outdoor girl with a big heart who loves putting others first.