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.

Banking

Insurance

Investment Management

Carlson Capital Management

Gregory A. Carlson

Heather Novotny

Aif® Justin Stets

Cfp® Adam Hoffmann Aif®

Mary Keller

Kevin Koski

Cfp® Jason Kley Aif®

Charlie Lawson

Tanisha Justus

The Technology and Business Analysis team at Carlson Capital Management is responsible for managing and optimizing the firm's technological infrastructure and business systems. The Technology Manager oversees the overall tech strategy, the Technology Support Specialist ensures the smooth operation and support of IT services, and the Business Intelligence and Systems Analyst leverages data to provide insightful analysis and drive system improvements. Together, they enable seamless, efficient operations that enhance client service and support the firm's integrated wealth management approach.

Technology and Business Analysis

Client Services Team

Investment and Financial Planning

Operations and Client Service

Technology and Business Analysis

About

Team members

Other teams at Carlson Capital Management

Client Services Team

Investment and Financial Planning

Operations and Client Service