Carlson Capital Management
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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... Read more
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Gregory A. Carlson
CEO and Founder
Gregory A. Carlson
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Tanisha Justus
Technology Manager
Charlie Lawson
Director Of Tax Services
Cfp® Jason Kley Aif®
Director Of Operational Excellence/financial Planning
Kevin Koski
Principal Tax Advisor
Mary Keller
Director Of Operations And Client Service
Cfp® Adam Hoffmann Aif®
Chief Investment Officer
Aif® Justin Stets
Chief Executive Officer
Heather Novotny
Executive Assistant
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