Team
How I Work
My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.
“This work is so much more than a profession – it’s my vocation. My own family’s journey shaped my commitment to helping others and now I am passionate about empowering my clients to define their vision, align their wealth with their goal, and achieve the legacy they’ve dreamed of.”
– Tara Carlson, Founder
Meet the Team
Tara Carlson CEPA®, CFP®
Financial Professional
Tara Carlson is a seasoned wealth management professional with over 15 years of experience in financial planning and investment management. She founded Magnolia Wealth Partners in 2025 to continue her mission of empowering individuals...
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Chelsey Wahlman
Registered Wealth Management Client Associate
Chelsey is best known for her exceptional service and masterful efficiency, taking pride in fostering meaningful connections and celebrating client successes as her own. In her role as Magnolia Wealth Partner’s Registered Wealth...
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