CCM’s Estate Planning Platform Grows
CCM announces the hiring of Dan Edwards who will serve as the firm’s Director of Estate Planning and Senior Tax Advisor.
ROCHESTER, MINN. (October 29, 2018) – Carlson Capital Management (CCM) a Minnesota-based investment advisory and integrated wealth management firm today announced the hiring of Dan Edwards who will serve as the firm’s Director of Estate Planning. Mr. Edwards, a Certified Public Accountant (CPA), brings more than thirty years of experience with tax planning, financial management and private client relationships to CCM. Mr. Edwards will be located in the firm’s Rochester office and will work collaboratively with colleagues to present tax planning and enhanced estate planning solutions inside CCM’s integrated wealth management experience for clients. Mr. Edwards was formerly with RSM US, LLP as a Senior Tax Director and prior to that, with KPMG, LLP as a Senior Manager. He is a graduate of the University of Iowa and holds a Bachelor of Science degree in Accounting. He is a member of the American Institute of Certified Public Accountants as well as the Minnesota Society of Certified Public Accountants.
“We are thrilled to welcome Dan, with his extensive tax experience and deep industry expertise into the Carlson Capital Management team. Dan’s reputation for providing the highest level of client care, as well as his acumen in advanced estate and tax planning will further enhance our ability to find customized solutions for structuring, formalizing and optimizing integrated plans for our clients,” said Greg Carlson, Co-Founder of Carlson Capital Management.
“Developing a comprehensive wealth transfer strategy is critical. There’s a great deal of family harmony and value when the approach integrates other disciplines such as investment, tax, retirement, cash flow and risk management,” said Dan Edwards. “I’m excited and deeply honored to join CCM as their reputation for fiduciary excellence and a holistic approach is incorporated into every client relationship.”