Carlson Capital Management
Jenny Barthel has extensive experience in client services and business consulting. Currently serving as a Client Services Representative at Carlson Capital Management since November 2021, Jenny also operates as an Independent Beauty Consultant with Mary Kay since December 2004. Prior experience includes a role as Client Services Manager at Meristem Family Wealth from September 2007 to November 2021, where responsibilities involved providing comprehensive wealth management advice, including investment, tax, estate, and charitable planning for individuals and families.
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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.