Client Servicing Contacts

For general questions or to be directed according to your need:

Call 952.230.6700 or email info@carlsoncap.com.

For questions regarding opening a new account; making deposits or withdrawals; cash availability; transferring between accounts; online account access and/or eDelivery registration; address changes; Investment Policy Statements; Asset Management Agreements, please contact:

• Beverly DeWitte
• Chris Kuhn
• Gresina Cole
• Haley Jochum
• Jenny Barthel
• Lynall Malecha
• Mary Schubbe
• Tiara Elg

For account assistance and grant requests:

• Gresina Cole

For media and public relations inquiries:

• Chief Marketing & Communications Officer Kelly Irvine

For new client inquiries and requirements:

• Jeff Carlson
• Justin Stets
• Kelly Irvine

If you’d like to refer family or friends to CCM:

• Jeff Carlson
• Justin Stets
• Kelly Irvine
• Your Primary Advisor at CCM

For questions regarding Required Minimum Distributions from IRA accounts:

• Client Servicing Representative Mary Schubbe

Compliance/Annual Filing, CCM Tax & Trust Administration:

• CCM Tax & Trust Tax Administrator Bonnie Anderson Rons