Carlson Capital Management
Carter Justice is a Tax Specialist at Carlson Capital Management, where responsibilities include supporting tax advisors in developing comprehensive strategies for clients’ investment, estate, financial, tax, insurance, and philanthropic plans, as well as preparing tax returns and ensuring a high-quality client experience. Prior to this role, Carter Justice served as a Tax Intern and worked as a waiter at Sgt. Peppers Bar & Grill. Carter Justice earned an undergraduate degree in Accounting from the University of Wisconsin-River Falls, graduating in May 2022.
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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.