CCM welcomes new Director of Retirement Plan Services as part of growing business serving 401(k) and other qualified plan clients.
BLOOMINGTON, MINN. (October 12, 2018) – Growing out of our integrated wealth management philosophy, we’ve provided retirement plan services to companies of all sizes, and their employees, for many years. Our objective is to build long-term relationships with our retirement plan clients, partnering with them to offer successful retirement plans that are comprehensive, customized, transparent solutions.
In order to serve a growing number of retirement plan clients, we’re pleased to announce that we’ve recently hired a new Director of Retirement Plan Services, Cami Peterson, CPA, CPFA, AIF®. Cami will lead with plan participants to provide proactive educational opportunities and resources that position them to maximize their retirement accumulation opportunities. the team managing 401(k) and other qualified plan clients. This includes working with plan sponsors, trustees, investment committee members, and plan administrators, to build and optimize successful retirement plans, and with plan participants to provide them with the tools and resources to give them the best chance for a successful retirement.
Cami brings more than twelve years of experience in the financial services industry to her position at CCM. She began her career by earning her CPA designation and working as a senior accountant for a large corporate accounting firm. She then served as a controller for a large home builder before starting as a financial advisor with a leading Twin Cities financial services organization, and subsequently, a regional RIA. During her time as an advisor, Cami developed a passion for working with business owners and plan fiduciaries to design and deliver high quality, effective 401(k) and other qualified plans. She believes the role of retirement plans is to create successful outcomes for employees and optimize business outcomes for employers. She has the depth of experience within the retirement planning industry which allows for a unique and creative approach to design plans that align with corporate goals and objectives. Cami particularly enjoys working with plan participants to provide proactive educational opportunities and resources that position them to maximize their retirement accumulation opportunities.
"I couldn’t be more excited about being the new Director of Retirement Plan Services for Carlson Capital Management. My focus on corporate retirement plans began immediately after I became a financial advisor and realized I could utilize my knowledge, natural skills and abilities to help those who don’t readily have access to advisors. I enjoy working with both plan sponsors and their employees to simplify what can often be a very confusing subject. My philosophy as it relates to plan design and investments is to ‘keep it simple.’ Utilizing plan design techniques that are grounded in behavioral finance and strong foundational investment approaches, combined with precision execution, is what really drives plan health and employee retirement readiness. Optimizing the outcomes of those plans is what motivates me to do my best work serving clients."
If you’re a business owner, serve as part of the benefits committee or investment committee at your company and have any questions about your Plan, or how CCM’s Retirement Plan Services Team can help you or your organization, we encourage you to reach out to Cami.
NOTE: The information provided in this article is intended for clients of Carlson Capital Management. We recommend that individuals consult with a professional adviser familiar with their particular situation for advice concerning specific investment, accounting, tax, and legal matters before taking any action.