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April 18, 2025 41 mins
I enjoy blending strategic thinking with creative problem-solving to drive meaningful change. My focus has always been on building connections and finding ways to enhance our communities.

I kicked off my career in finance, where I found success as a top salesperson. That experience sharpened my analytical skills and taught me how to understand complex needs, which I now apply to my work in non-profit fundraising.

What motivates me is the chance to contribute to causes that resonate with me. I thrive on collaboration, brainstorming new approaches, and discovering innovative strategies to advance our mission. Whether it’s through partnerships, campaigns, or improving processes, my aim is to make a real impact.

On a personal note, I grew up in Colorado, am a military brat, and the youngest of six siblings. I speak Spanish and love to travel! I’m a devoted wife who loves spending time with my husband. We enjoy serving our church, exploring new places, birdwatching, and practicing my compound bow in our league. And there’s nothing better than a road trip through the Midwest with classic country tunes playing in the background. These experiences enrich my perspective and fuel my passion for giving back.

I’m excited to connect with anyone who shares a passion for making a difference or wants to chat about innovative ways to engage in philanthropy and community work.

https://boulderbridgehouse.org/

https://www.linkedin.com/in/heather-lagge

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Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.

She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.

Judy’s mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.

Learn More: https://judycarlson.com/

Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.

The Inspired Impact Podcast
https://businessinnovatorsradio.com/the-inspired-impact-podcast/

Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-heather-lagge-sponsorships-gifts-manager-bridge-house
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