Carlson Capital Management

Integrated Wealth Management

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  • Our Firm
    • Who We AreFirmly grounded in foundational values, and intensely focused on each client’s well-being, Carlson Capital Management has been redefining partnership for more than thirty years.
    • Our TeamOur approach to wealth management is to surround you with a team of experts who work together to integrate all of the key financial disciplines into one plan.
    • HistoryKey events and milestones since the founding of our firm in 1987.
    • Community CommitmentIn the same way that we value the deep and lasting partnerships we have with our clients, we place a strong value on being partners in our communities.
    • Mission StatementOur team is guided by this mission each and every day. It’s what gets us up in the morning, and sometimes keeps us awake at night.
    • Zero Alpha GroupFounded in 1995, the Zero Alpha Group community is a national network of eight independent investment advisory firms.
  • Our Clients
    • Client ProfileOur clients are individuals, families, businesses and foundations with many varying goals and situations, but one thing in common – the need and desire for integrated solutions.
    • Fiduciary StandardsIntegrity, trust, expertise and care are hallmarks of the CCM experience. They are at the root of all we do and the essence of who we are.
    • Fee StructureOur independent, fee-based status allows us to focus on one simple thing: what is in the best interest of our client.
    • Make a ReferralThe majority of new clients come from referrals from current clients. Access information that introduces colleagues and friends to Carlson Capital Management.
  • Our Approach
    • Foundational ValuesOur deep commitment to each client we serve is built upon foundational values like honesty, hard work, and a strong sense of personal dedication.
    • Integrated ExpertiseOur unique, integrated approach to wealth management unlocks opportunities that our clients and their families deserve.
    • Disciplined PerspectiveOur long-term perspective provides the patience, guidance and discipline required for steady growth and protection.
    • Independent InsightOur independent, fee-based structure ensures the highest levels of objectivity, integrity, and fiduciary responsibility.
  • Services
    • Integrated Wealth ManagementOur Integrated Wealth Management approach surrounds clients with a team who apply their expertise to integrate all of the financial disciplines.
    • Carlson PortfoliosCarlson Portfolios offers a solution for clients whose situations are less complex than a traditional CCM Integrated Wealth Management client.
    • Retirement Plan ServicesComprehensive integrated retirement plan solutions.
    • Institutional Portfolio ServicesInvestment advisory and fiduciary consulting for foundations, endowments and associations.
    • Risk ManagementSome things in life are predictable, while others are random. Managing risk is as important as seeking opportunities.
    • American Center for PhilanthropyWe develop and implement a philanthropic plan that matches your desire to make a difference and leave a legacy.
    • CCM Tax & Trust AdministrationA commonly-held affiliate of CCM that provides tax return preparation services.
    • Carlson TrustProvides trust solutions for clients whose financial, family or business needs require the services of a professional fiduciary.
  • News and Resources
    • Recommended ReadingArticles and resources to give you access to our top picks in investment education, timely industry perspectives, interesting data and financial planning insights.
    • Articles and PublicationsA library of topical publications and articles written by CCM team members specifically for our clients.
    • CCM In the NewsA collection of articles, links and press releases featuring CCM, including interviews in publications and features in national industry rankings.
    • Video LibraryShort videos that introduce you to our team, our approach and the CCM story.
    • Women’s InitiativeResources and information related to CCM’s Women’s Initiative: Promoting the Financial Empowerment of Women.
    • Introduce CCM to OthersThe majority of new clients come from referrals from current clients. Access information that introduces colleagues and friends to CCM.
  • Contact Us
    • Request a ConversationTake the next step in learning more about our integrated wealth management services by requesting a conversation with one of our advisors.
    • Contact Our TeamEmail one of our team members directly or send a general inquiry to the firm.
    • Client Servicing ContactsFind the CCM team member who can help with your specific question or request.
    • Join a MeetingJoin your scheduled meeting with Carlson Capital Management.
    • LocationsWe always appreciate the opportunity to meet face-to-face in one of our offices or at a location convenient to you.
    • CareersLearn about employment opportunities and apply online.
  • Request a Call

Integrated Wealth Advisors

Kelly Irvine
Kelly Irvine

Director of Marketing & Communications
507.321.4021
507.645.6408 (Fax)
Email Kelly

Professional Biography
Kelly Irvine is a member of the firm's Management Team and Director of Marketing & Communications for Carlson Capital Management. She oversees the firm’s marketing plans and project implementation; client communications and appreciation activities; event management and community involvement, all with an eye on keeping our clients’ experience at the forefront.

Kelly graduated with departmental distinction in Political Science from St. Olaf College, where she earned her Bachelor of Arts degree cum laude. Her career took her to Montana, Idaho, and Wisconsin before a returning to Minnesota. Kelly’s professional background spans both the corporate and non-profit sectors. She has held corporate management positions in community relations and human resources. Prior to joining CCM she worked as a development officer at the University of St. Thomas.

Community involvement is important to Kelly. She was selected as a Policy Fellow at the Hubert H. Humphrey Institute of Public Affairs, where she was a 2004-2005 participant. Past activities have included volunteer advisory committee service at St. Dominic School and co-chairing 5th Bridge-Feed My Starving Children Northfield meal-packing events. Kelly is a past board member of the Northfield Area Family YMCA and of the Helena Education Foundation. Kelly, her husband Colin, and their two children spent the 2010-2011 school year living in and working from Oslo, Norway. She now telecommutes from Sioux Falls, South Dakota where she resides with her family.

Personal Thoughts
Like many Minnesotans, I grew up with the privilege of “going to the Lake” in the summer. (Much to the chagrin of my spouse, who hails from the West, we Midwesterners never really bother to specify which lake. It’s just the Lake.) Not unlike many families in this area, I am fortunate in that early ancestors from Norway had the foresight to purchase lake front land where they wasted no time establishing family traditions – including an annual July 4th celebration. And while land is simply land, it’s our “landscape” that helps describe the essence of who we are. For me that landscape, and more precisely “the Lake,” is really all about family.

I recall my wedding day as guests came out of the chapel to greet us in the receiving line. My new mother-in-law from out of state stood next to me as I introduced her to many unfamiliar faces. She remarked later that every other person was “a cousin from the Lake.” How right she was. In our family, it doesn’t matter if one is a first cousin, a third cousin twice-removed, or the spouse of a second cousin – we are just cousins. Cousins range from several months old to those in their nineties, and, oddly enough, we consider ourselves part of an “immediate” family, even though the number of us easily exceeds a couple hundred. We all grew up spending summers at the Lake, and we were always accountable to the aunts in the generation (or two) ahead of us. We are there for one another’s weddings, funerals and sometimes birthdays. We look forward to sharing kransekake and rommegrot. We are intent on ensuring that our children know our cousins’ children. So, to know me is to know that I am a wife and a mother, a daughter and a sister, a grand-daughter, and, of course, “a cousin.”

All of us at CCM look forward to learning your story, because that is how we at CCM have defined ourselves as a company, and that is how we will continue to define ourselves in the future. We must know you and your story before we can help you accomplish what is important to you.

Experience. Expertise. Care. Integrated Wealth Management Since 1987

Carlson Capital Management is an integrated wealth management firm and trusted fiduciary advisor. We offer customized investment, estate, tax, retirement, insurance, and philanthropic planning as well as 401(k) plans for small and mid-sized businesses.

Our Services

Service and Care

Receiving exceptional service and being wrapped in care are defining characteristics of the client experience at Carlson Capital Management.

Our Midwestern roots guide our deep commitment to each client and the foundational values of honesty and hard work. We never take for granted that our clients trust us with far more than their financial assets.

Our Approach

Year Established

1987


Assets Managed

$2B


Clients Served

1,000+


Get to Know Us

Gregory Carlson, CFP®

CEO and Founder

“Clients don’t just trust us with their money, they’re trusting us with their financial lives, they’re trusting us with their future … and they’re trusting us with some of their dreams.”


Jeffrey R. Carlson, CFP®

Founder

“It is the ability to put data and information together into a cohesive plan and structure that requires expertise, experience, and leadership.”


Justin D. Stets, AIF®

President

“Placing the client in the center of all our actions is not just a nice business slogan to have, it is rooted in the fabric of who we are as individuals, and what we believe as a firm.”


Andrew Hauskins, CFP®

Senior Integrated Wealth Advisor

“I thoroughly enjoy working with clients—listening to their stories, hearing about their backgrounds, trying to learn what drives them and what is ultimately important to them.”


Ben Carlson, CFP®

Associate Integrated Wealth Advisor

“I enjoy helping clients experience the joy of seeing their money in action.”


Brent Lange, CFP®, CFA

Associate Integrated Wealth Advisor

“There is nothing I enjoy more than getting to know our clients at a deep level, and understanding how we can help them realize their wealth legacy.”


Callie Geist, CFP®, J.D., MBA

Integrated Wealth Advisor

“Working with our clients’ finances is very personal, and for them to allow us into that space is a real privilege.”


Jason Kley, CFP®, AIF®, MBA

Director of Financial Planning & Senior Integrated Wealth Advisor

“We are privileged to walk alongside our clients to help them achieve their financial goals and objectives.”


John Ostrand, CFP®, CTFA®, CAP®

Chief Wealth Advisor

“It brings me great joy to collaborate with my colleagues to deliver exceptional knowledge and care to each client and situation. We are grateful to serve as our clients’ trusted partners.”


Judd Lohmann, MBA

Senior Integrated Wealth Advisor

“It is essential that our clients feel secure knowing that, not only is there a plan in place, but also that this plan is being prudently monitored and managed to ensure that their goals and legacy are consistent with their intentions.”


Katy Vermeer, CFP®

Senior Integrated Wealth Advisor

“For me, it is a real privilege to walk alongside families who entrust their financial future to me and to my colleagues at CCM. I never take that for granted.”


Kim Diemer, CFP®

Integrated Wealth Advisor

“As a daughter of two perpetual volunteers, my greatest satisfaction is when I can create a positive impact on the lives of others.”


Matt Morehead, J.D., CEBS

Senior Integrated Wealth Advisor

“Helping our clients do great things with their wealth over time, as defined by them, and witnessing their resulting fulfillment, is extremely gratifying to me.”


Matthew Rich, CFP®, J.D.

Senior Integrated Wealth Advisor

“Our clients deserve our best at every stage in the relationship, and it is exciting to be part of a firm that embraces that responsibility and is constantly looking for new opportunities to deliver an extraordinary client experience.”


Nick Krakosky, CFP®

Associate Integrated Wealth Advisor

“Our disciplined investment approach and commitment to integrating a team of experts delivers exceptional value for clients.”


Omer Abramovich, CFP®, MBA

Integrated Wealth Advisor

“It is an honor to hear our clients’ stories and understand the purpose they’d like their wealth to serve. With that mutual understanding, we can work together to maximize its impact.”


Rachel Chacko, CFP®

Associate Integrated Wealth Advisor

“I’m delighted to be a part of a team that is committed to delivering the very best client experience—one that is truly centered on what’s best for each client.”


Valerie Thomas, CTFA

Senior Integrated Wealth Advisor

“It is so rewarding to help others identify their goals and work toward defining and creating their desired legacy.”


Meet Our Team

Browse Our Videos and Articles

Carlson Capital Management provides integrated wealth management to clients under a fiduciary standard of care

Articles and Publications

Highlights of the Most Recent COVID-19 Relief Bill

More information about how the Consolidated Appropriations Act of 2021 may impact you.

January 15, 2021

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Articles and Publications

A Family Meeting: One of the Best Things You Can Do for Your Family in 2021

An effective family meeting can become a family bonding experience that pays dividends for many years.

January 15, 2021

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Articles and Publications

Lessons (Re)Learned

Here are five investment lessons that we learned, once again, in 2020.

January 15, 2021

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Video Library

Conversations With the CCM Team: Women and Money

Senior Wealth Advisor Katy Vermeer, CFP®, shares her perspectives and discusses CCM's Women's Initiative.

February 18, 2021

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CCM is one of a handful of independent wealth management firms that is employee-owned

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