Carlson Capital Management
Avery Degerstrom currently serves as a Paraplanner at Carlson Capital Management, where responsibilities include collaborating with wealth advisors to create comprehensive financial plans, as well as managing data and portfolio tasks. Previous experience includes a Teaching Assistant position at Montessori School of Duluth, a Financial Planning Internship at Northwestern Mutual, and a role as an Intern/Customer Service Representative at Northview Bank. Early experience involved working as a Store Associate at Petry's Bait. Avery holds a Bachelor of Business Administration in Financial Planning and Services and a Bachelor of Arts in Spanish Language and Literature from the University of Minnesota Duluth.
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Carlson Capital Management
Founded in 1987, Carlson Capital Management (CCM) is a comprehensive wealth management firm and trusted fiduciary advisor that brings together in one place the key disciplines of investment, estate, retirement, risk management, and philanthropic planning to provide fully integrated wealth management. With this structure, clients receive integrated advice from a collaborative team, giving them a greater sense of control and understanding, confidence that each facet of wealth is coordinated and optimized, and, most importantly, peace of mind. CCM serves high net worth individuals and families, and receiving exceptional service and being wrapped in care are defining characteristics of the client experience at CCM.