Carlson Capital Management

Integrated Wealth Management

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    • 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.
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    • 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.
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    • Integrated Wealth ManagementOur Integrated Wealth Management approach surrounds clients with a team who apply their expertise to integrate all of the financial disciplines.
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Articles and Publications

A library of topical publications and articles written by CCM team members specifically for our clients.

Dementia-friendly Wealth Management

Valerie Thomas, CTFA

Senior Integrated Wealth Advisor
651.319.8076
651.438.9818 (Fax)
Email Val

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

Professional Biography
Val Thomas is a Senior Integrated Wealth Advisor at Carlson Capital Management. As a Senior Advisor, Val partners with clients and their families providing the firm's fully integrated wealth management experience including investment management, retirement modeling, estate, philanthropic and educational planning, and all other aspects of general financial planning and client care. In this role, Val also connects clients with the firm's specialists for overall portfolio management as well as for direct access to expertise in areas such as tax planning and insurance analysis.

Val joined CCM with more than twenty-two years of experience serving clients by advising on all aspects of wealth management. In addition to her most recent experience as a wealth advisor with a large Twin Cities firm, prior professional roles include serving as a founding member of Marquette Asset Management where she acted in an array of key positions as the organization grew from a start-up to a robust wealth management firm. Her career began with Wells Fargo’s Lowry Hill Private Wealth Management (now Abbot Downing) where she provided wealth management services to families. Her expertise also includes family office services and trust and estate administration oversight. Val enjoys all aspects of wealth management, and finds the relationships she develops with clients and their families to be the most rewarding part of her work. She also enjoys developing and leading teams.

Val holds a Bachelor of Science degree in Business Administration from the University of Northwestern in St. Paul, where she graduated with highest honors. She is also a Trust School graduate of Cannon Financial Institute in Athens, Georgia. In addition, Val has attained the Certified Trust Financial Advisor designation and is a candidate for CFP® certification.

Val's spare time is filled with family activities, such as bike rides, amusement parks, downhill skiing, board games, and watching youth football and basketball. She and her husband are known for their date nights, which typically involve good food, local live music and dancing. They love to travel – particularly to destinations that allow them to keep their SCUBA certification up-to-date. Val is a Minnesota native, growing up partly in the Twin Cities and partly in a small rural town in the “Lake Country” near Alexandria. She currently lives in Falcon Heights with her husband, Stacy, and their two sons.

Personal Thoughts
I wish there was a word that perfectly combined the essence of blessed, fortunate and grateful. This is how I feel having the privilege to help people with something as important as their financial journey – especially when I reflect upon my own career path.

As a young girl, I was painfully shy. The kind of shy where if someone would look at me my ears would burn and my face would blush. In the classroom, I remember how even the thought of being called on would cause sweaty palms and knots in my stomach.

Fast forward to junior high when the pastor’s wife, Marlene, asked me if I wanted to take voice lessons in exchange for watching her children during her other students’ piano and voice lessons. I’m forever grateful for the opportunity she gave me. Imagine that painfully shy girl only a few short years later singing solos at vocal competitions! From then on, my desire was to become a music teacher so I could make the same meaningful impact for others as Marlene had done for me. I knew I would have to work my way through college in order to graduate with my goal of incurring no student loans, so I graduated high school early so I could start taking college courses in the evenings.

My son at the age of four once asked me, “Mommy, can we take the long cut today?” and I believe that’s a perfect analogy to the next turn in my career path. A few years into my taking the “long cut” to getting a college degree, I was hired as a Financial/Investment Assistant at a wealth management firm. Two principals of the firm saw potential in me as a future advisor. With the help of some exceptional mentors, I built my knowledge and grew in my responsibilities, and I came to realize the impact I could have through serving clients and their families. I ultimately changed my major from Music Education to Business Administration and went on to complete my undergraduate degree as well as other specialized training and various industry-specific credentials.

In my case, the “long cut” was the perfect path. Now, with almost 24 years of serving clients, I reflect with gratitude on all I’ve been trusted with. It is so rewarding to help others identify their goals and work toward defining and creating their desired legacy. I am deeply blessed, fortunate and grateful.

Members of the CCM Advisory Team regularly post articles of interest on financial planning which you can find here.

Valerie Thomas
Valerie Thomas, CTFA
Senior Integrated Wealth Advisor

According to the World Health Organization, the number of adults living with dementia—a condition that negatively impacts a person’s memory and cognitive function—stands at 50 million. This number is expected to rapidly grow to 82 million by 2030. Alzheimer’s disease is the most common form of dementia, accounting for 60 to 70 percent of all cases. 1 With dementia on the rise, it's increasingly important to consider dementia-friendly wealth management strategies. Stages of ... [Continue Reading]

Published August 24, 2020 Topics: CCM Women's Initiative, Family Meetings, Financial Advisors, Financial Planning, Financial Planning for Women, Integrated Wealth

Charitable Remainder Trusts: A Win-Win Strategy for Donors and Charities

Kim Diemer, CFP®

Integrated Wealth Advisor
952.230.6714
952.230.6710 (Fax)
Email Kim

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

Professional Biography
Kim Diemer serves as an Integrated Wealth Advisor at Carlson Capital Management. As part of the advisory team, Kim partners with clients and their families, providing the firm's fully integrated wealth management experience including investment management, retirement modeling, estate and educational planning, and all other aspects of general financial planning and client care. In this role, Kim also connects clients with the firm's specialists for overall portfolio management as well as direct access to expertise in areas such as tax planning and insurance analysis.

Kim holds a Bachelor of Arts degree from Tulane University. During her time at Tulane, she served as a student government representative and was President of the Women’s Ultimate Frisbee team. Following college, Kim served for a year as an AmeriCorps Fellow in New Orleans, Louisiana. She then went on to earn a Master of Science Degree in Personal Financial Planning from Texas Tech University, where she was Vice President of Red to Black Peer Financial Coaching, a group that provided one-on-one financial coaching for other students. Kim holds the Certified Financial Planner™ certification granted through the Certified Financial Planner Board of Standards.

Kim joins CCM with experience as a financial planning intern with a Twin Cities wealth advisory firm, and three years’ experience working as an office manager for the Public Defender’s Office in New Orleans. In her free time, Kim likes to explore running trails and restaurants in the Twin Cities and spend time with friends and family. Kim is originally from Grand Junction, Colorado, and now resides in South Minneapolis.

Personal Thoughts
Pull out a $20 from your wallet. You don't have to look at the number to know what denomination it is, with the familiar face of Andrew Jackson on the front. When you look at details of his face, you see a furrowed brow, a slightly dropped chin, unconstrained hair, and eyes looking toward the future. Cold, hard cash seems to soften in the hand when you contemplate the expressions of a man at the center of conflict and hopes of someone who led a nation.

I find that for the vast majority of people, wealth is not about the number on the bill or the size of the number on the statement. Achieving financial success is about the same concerns of the face on that bill. Having financial success represents hopes that are unique to each person -- it could mean quality time with loved ones, a comfortable life, exploration through travel, or joy in generosity.

As a daughter of two perpetual volunteers, my greatest satisfaction is when I can create a positive impact on the lives of others. Through building trusting relationships, I am committed to helping achieve well-being in whatever form that takes for our clients.

Kim Diemer
Kim Diemer, CFP®
Integrated Wealth Advisor
Paige Woods, CPA

Senior Tax Advisor
952.230.6716
952.230.6710 (Fax)
Email Paige

Professional Biography
Paige Woods serves as a Senior Tax Advisor as part of the Carlson Capital Management team as well as with CCM Tax & Trust Administration, a wholly-owned affiliate of Carlson Capital Management. Paige works closely with the advisory team to deliver clients fully integrated wealth management services, lending her experience to proactive tax-related planning. As a member of the Tax Team, Paige has responsibility for preparation, review, and completion of individual and trust tax returns and tax projections. She also participates in client meetings and serves as a tax resource for clients. Paige provides service both individually and collaboratively with other advisors to develop customized recommendations.

Paige’s most recent experience includes four-and-a-half years as a tax senior for a Minneapolis CPA firm. In this role, she worked in a variety of capacities providing tax compliance services—preparing and reviewing individual, fiduciary, partnership, and corporate returns. She also reviewed complex gift tax and estate returns and assisted in subsequent tax planning related to estate administration, as well as provided consultative scenario-based tax planning services for clients. Paige also served in a coaching role for early senior-level consultants, providing hands-on technical skills training, mentorship, and professional development. Paige is a Certified Public Accountant (CPA) and a member of the American Institute of Certified Public Accountants.

Paige is a graduate of the University of North Dakota, where she earned her Bachelor of Accountancy, graduating cum laude. Outside of work, she enjoys spending time checking out the foodie and brewery scene in the North Loop neighborhood of Minneapolis with friends and family, especially the pet-friendly places so her bulldog, Cash, can join. Paige grew up in Thief River Falls, Minnesota, and now resides in downtown Minneapolis.

Personal Thoughts
“I read of a man who stood to speak at the funeral of a friend. He referred to the dates on her tombstone from the beginning ... to the end. He noted that first came the date of her birth and spoke the following date with tears, but he said what mattered most of all was the dash between those years; for that dash represents all the time she spent alive on earth, and now only those who loved her know what that little line is worth … so when your eulogy is being read with your life’s actions to rehash, would you be proud of the things they say about how you spent your dash?"

The above excerpts from “The Dash,” by Linda Ellis may hit home for each of us. For me, these words are a reminder that life is finite and fleeting.  Each day that I am lucky enough to wake up, I will behave intentionally and purposefully, always asking myself if my next move will get me a small step closer not only to where I ultimately envision myself, but also if that move will help to get those around me closer to their big picture goals.

We each have the same 24 hours every day that we choose what to do with. My colleagues and I choose to spend our hours each work day serving our valued clients by cultivating relationships and learning their unique stories, cohesively making every decision in each client’s best interests, so they can, in turn, spend their hours continuing to pursue their lifetime passions with peace of mind, knowing their thoughtfully developed wealth plan is in trusted hands.

The CCM Tax Team regularly posts articles of interest on tax planning topics which you can find here.

Paige Woods
Paige Woods, CPA
Senior Tax Advisor

Charitable remainder trusts (CRTs) can create wonderful opportunities for charities, while providing significant benefits to donors and their families. In addition to allowing donors the opportunity to have a substantial impact on a cause they care about, CRTs provide the ability to positively impact an investment portfolio and cash flow while reducing taxes. In fact, with recent tax law changes, a CRT can be used to stretch out the tax deferral of retirement accounts for heirs. A key ... [Continue Reading]

Published August 20, 2020 Topics: CCM Women's Initiative, Charitable Remainder Trust (CRT), Philanthropic Planning, Retirement Planning, Tax Planning

Considerations When Selecting a Trustee

Callie Geist
Callie Geist, CFP®, J.D., MBA

Integrated Wealth Advisor
952.230.6706
952.230.6710 (Fax)
Email Callie

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

Professional Biography
Callie Geist is an Integrated Wealth Advisor at Carlson Capital Management. As part of the advisory team, Callie partners with clients and their families, providing the firm's fully integrated wealth management experience including investment management, retirement modeling, estate and educational planning and all other aspects of general financial planning and client care. In this role, Callie also connects clients with the firm's specialists for overall portfolio management as well as direct access to expertise in areas such as tax planning and insurance analysis.

Callie holds a Bachelor of Arts degree in Organizational Communication from Creighton University where she graduated cum laude. She went on to earn a Juris Doctor from the Creighton University School of Law, and is a member of Phi Delta Phi, an international legal fraternity. In addition, Callie holds an MBA from Kaplan University, and the Certified Financial Planner™ designation granted through the Certified Financial Planner Board of Standards.

Callie joined CCM after serving as a Tax Staff Accountant at a South Dakota company. As a law student and undergraduate, Callie clerked with the Kellogg & Palzer firm in Omaha, Nebraska, and worked in human capital with the SilverStone Company. Callie grew up in Northwest Iowa, and now telecommutes from Omaha where she resides with her husband, Aaron. She is a fan of Minnesota sports teams, enjoys cooking and spending time with her family, friends and her faithful dogs, Brin and Charlotte.

Personal Thoughts
My interest in financial planning began when I was sixteen years old and working at one of my very first jobs. This job was in a wonderful gift shop with a small café in my hometown of Storm Lake, Iowa. I enjoyed every aspect of this job: unpacking merchandise, wrapping gifts, prepping food in the kitchen, waiting on tables, etc. However, my favorite part of the job was getting to know the customers and helping them find exactly what they were looking for. One such customer was Don, a businessperson in his 60’s who was a regular patron of the café. He would come in almost daily at the end of every lunch service. I loved sitting at the table with him and chatting.

During one of our conversations, he shared with me his number one financial recommendation: open a Roth IRA and save 10% of your income into that account. Don’t worry about the dollar amount you’re contributing, he said, but focus on creating the habit. We talked about the impact that this could have on my finances long-term. So I went to the local bank where an incredibly kind woman, Julie, took the time to walk me through opening this account and answer all of my questions. Every two weeks when I was paid, I would go the bank to cash my check and contribute 10% into my Roth IRA. While the dollar amount was small, I felt empowered about making smart financial decisions. I knew that I was doing the best I could with what I had at the time.

In my role as an advisor, I love building strong relationships with my clients and learning about the people and things that matter most to them, the goals and dreams they have, and the things that keep them up at night. Just as Don and Julie helped educate and encourage me many years ago, my goal as an advisor is to walk alongside my clients as they navigate the financial obstacles and opportunities in life, so that they can feel empowered and energized in knowing they are doing the best they can with what they have.

Callie and other members of the CCM Advisory Team regularly post articles of interest on financial planning which you can find here.

Callie Geist
Callie Geist, CFP®, J.D., MBA
Integrated Wealth Advisor

As a firm dedicated to providing an integrated wealth management experience, we help our clients effectively maximize their assets and unlock opportunities to realize their personal and financial goals. An important aspect of this comprehensive approach is advising clients on the intricacies of their estate plan. One of the most consequential decisions in estate planning is who to name as trustee. The trustee’s knowledge, commitment, ability, and skill will have an enormous impact on ... [Continue Reading]

Published July 30, 2020 Topics: CCM Women's Initiative, Estate Planning, Trusts

A Historical Perspective on Investment Premiums

James Yaworski
James Michael Yaworski, CFA

Senior Investment Strategist
507.206.2804
507.206.2811 (Fax)
Email James

Professional Biography
James Michael Yaworski serves as Senior Investment Strategist at Carlson Capital Management. In this role, James is responsible for investment research, portfolio management, and client investment education. James monitors and reviews client portfolios to maintain balance across asset classes, makes recommendations for portfolios when out of alignment with models, reviews daily cash positions, and places trades through the custodial trading platform. He also provides new client portfolio analysis, asset class/portfolio research and analysis, prepares and presents client education materials, and manages other activities in support of overall client portfolio management.

James is a graduate of Northern Illinois University where he earned his degree in Finance. While studying at NIU, he gained insights into his future career as part of a student-managed portfolio team. Prior to joining CCM, James’ experience included working in the roles of investment manager, project manager in investment research, and financial analyst in both large and small financial organizations. James holds the Chartered Financial Analyst (CFA Charter) designation, granted by the CFA Institute, which entails a rigorous exam requirement. He also represents CCM as chair of the investment research committee of Zero Alpha Group, a national network of eight independent wealth management firms.

In addition to the research James conducts related to building strong client portfolios, he is engaged in research on approaches that enhance institutional experiences as well. His most recent work sets out to provide institutional investors with a more robust way of constructing spending policies. In a paper published in the Financial Analysts Journal, James shows how current practices create poor long-term outcomes, resulting in declining support for beneficiaries over time. He also demonstrates how current methods expose trustees to significant fiduciary risk, and how small errors in implementation can have significant long-term ramifications on portfolio growth. His in-depth and thoughtful research stems from his genuine interest in providing university, public and private foundations, and endowment trustees with an approach that not only optimizes the outcomes of their portfolio’s performance, but also addresses their fiduciary responsibility with regard to spending policies. [You can read the accepted manuscript of James' paper here.]

James enjoys being engaged in the community with Habitat for Humanity and Paws & Claws. In his free time he also enjoys golfing and playing softball. James grew up in Crystal Lake, Illinois and now resides in Rochester, Minnesota with his wife, Brittany, their two young children, and two dogs, Frankie and Jordy.

Personal Thoughts
“I can do things you cannot, you can do things I cannot; together we can do great things.”  -Mother Teresa

I have grown to appreciate the importance of collaboration and teamwork in this industry. A group of individuals, each dedicated toward expertise in their respective fields, can help to piece together the puzzle of a family’s financial lives in an incredible manner. The end result is one which truly connects the math of an individual’s personal finances with the why that makes up who they are and what they want to achieve in life.

As a member of our investment team, I enjoy every aspect of this process; from our discovery meetings where we learn about financial goals, to the analysis and construction of a financial plan, to the educational meetings where we help put all the pieces into place. Ultimately, building a relationship with clients that centers on creating financial security and establishing confidence in their financial plan is extremely gratifying.

James and other members of the CCM Investment Team regularly post articles of interest including investment insights, recommended reading on timely topics, and articles on portfolio management which you can find here.

James Michael Yaworski
James Michael Yaworski, CFA
Senior Investment Strategist

In conversations with our clients, we often talk about investment premiums, which are characteristics of companies whose stocks have historically outperformed. The three premiums we discuss most often are size, valuation, and profitability. In short, companies that are smaller in size, have low valuations, and have high profitability, have historically outperformed. In this article we’ll be specifically focusing in on the size premium. Looking back over nearly a century of market history is ... [Continue Reading]

Published July 30, 2020 Topics: Dimensional Fund Advisors, Investment Premiums

A Tale of Two Quarters … and the 160 Prior

Adam Hoffmann
Adam Hoffmann, CFP®, AIF®

Chief Investment Officer
507.321.4004
507.645.6408 (Fax)
Email Adam

  Being able to apply my deep-rooted curiosity in a way that allows our clients to focus on what they truly enjoy doing the most, rather than having to worry about their financial well-being, is a wonderful thing.  

Professional Biography
Adam Hoffmann is a member of the firm's Management Team and serves as Chief Investment Officer at Carlson Capital Management. In this role, he leads the firm’s investment team in the areas of trading, investment research, portfolio design and technology support for investment applications. Adam oversees analysis and execution of investment strategies for new and existing client portfolios. He consistently communicates the firm’s investment philosophy and approach by writing for firm publications, presenting to new clients, and by participating in client meetings. Adam chairs the CCM investment committee, represents the firm with strategic partnerships in the investment community, and serves as the firm’s liaison to the Zero Alpha Group investment committee. Adam holds the Certified Financial Planner™ designation granted through the Certified Financial Planner Board of Standards and has served as a subject matter expert for the CFP Board, contributing to the development of examination questions for the CFP Certification Examination. He has also served as a presenter at industry events, providing other financial services professionals with continuing education credits in investment topics. In addition, Adam holds the Accredited Investment Fiduciary professional designation, awarded by the Center for Fiduciary Studies. The AIF designation affirms the highest in fiduciary standards of care for CCM clients.

Adam graduated cum laude with Honors Program distinction from Augsburg College, where he earned a Bachelors of Arts degree in Finance with a minor in Business Administration. While at Augsburg, Adam participated in four years of varsity football and was honored by his teammates by being elected captain for both his junior and senior seasons. He also earned all-MIAC and pre-season All-American honors.

Adam is a former member of the board of directors for the Just Food Community Co-op and past trustee for the First United Church of Christ Northfield. He and his wife Rachel grew up in Hastings, Minnesota and now live in Northfield with their two daughters.

Personal Thoughts
A strong sense of curiosity is a cornerstone to who I am and how I live my life. As a kid I used to be fascinated by how things work or why things happen the way they do. I often would take things apart to see what was happening ‘inside,’ frequently with limited success at being able to put them back together. Little has changed since then with regard to my curiosity, but fortunately my success rate of being able to put the pieces back together has greatly improved. I have always been driven by this desire to solve problems and learn more about the world around me.

There is a natural connection between this curiosity and managing portfolios. The investment world today is one of relentless change and evolution. With advances in technology, there is an endless stream of news available at our fingertips that constantly impacts asset prices, shapes investor behavior, and provides an unlimited supply of data and information to digest.

It is our job at CCM to absorb this information and provide guidance and knowledge back to our clients about what it all means and how it may it impact the world we know. The most important role we play in our clients’ financial lives is not only to understand the big picture – that is the Market and the global economic system – but to be able to translate how events and changes around the globe impact each individual client and their personal financial plan.

Being able to apply my deep-rooted curiosity in a way that allows our clients to focus on what they truly enjoy doing the most, rather than having to worry about their financial well-being, is a wonderful thing.

Adam and other members of the CCM Investment Team regularly post articles of interest including investment insights, recommended reading on timely topics, and articles on portfolio management which you can find here.

Adam Hoffmann
Adam Hoffmann, CFP®, AIF®
Chief Investment Officer

As the chart below shows, 2020’s second-quarter rise in equity market performance was as dramatic as the previous quarter’s decline. With plenty of bumps along the way, the S&P 500 is now up more than 40% from the bottom on March 23. 1  If we view these recent extreme market events as isolated time periods, we can see the sharp contrast between the first two quarters of 2020 (Chart 1, below). These quarters were truly “tail events.” Q1 produced the fifth worst return, and Q2 ... [Continue Reading]

Published July 24, 2020 Topics: Dimensional Fund Advisors, Discipline, Investment Insight, Market Conditions, Market Volatility

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