Carlson Capital Management, a Minnesota-based investment advisory and integrated wealth management firm, welcomes Colin Lodermeier, CPA, to its Rochester team. Lodermeier will serve as a senior tax advisor, working collaboratively with the firm’s integrated wealth advisors to develop customized tax recommendations and lending his experience to proactive tax planning and preparing, reviewing, and completing individual and trust tax returns.
Prior to joining Carlson Capital Management, Lodermeier worked as lead tax manager at RSM US, LLP, in Rochester, Minn., providing counsel around a variety of complex tax situations for high net worth individuals and businesses. Lodermeier is a graduate of Winona State University, where he earned a Bachelor of Science in accounting, and is a member of the American Institute of Certified Public Accountants.
Lodermeier lives in Goodhue, Minn., with his wife and three young children and is an active volunteer with the Ronald McDonald House of Rochester, United Way of Olmsted County, and Boys & Girls Club of Rochester.
Justin Stets, AIF®, president of Carlson Capital Management, says, “We are delighted to welcome Colin to our Rochester team. He has an excellent track record of serving clients with extraordinary care. His experience working with high net worth individuals and employees of Mayo Clinic brings additional breadth and depth to our tax team.”
About Carlson Capital Management
Carlson Capital Management is a comprehensive investment advisory and integrated wealth management firm serving clients across the United States, with offices in Rochester, Northfield, Hastings, and Bloomington, Minn. Since its founding in 1987, Carlson Capital Management has integrated all of the key disciplines of wealth management, including financial, investment, estate, tax, retirement, risk management, and philanthropic planning to help financially established individuals and families achieve their wealth legacy.