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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    • 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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Donation Supports Diversity in Financial Services Industry

Leah Rich – Carlson Capital Management
Leah Rich

Senior Manager of Marketing & Communications
507.321.4019
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Professional Biography
Leah Rich is Senior Manager, Marketing & Communications at Carlson Capital Management. Leah provides strategic communications direction and implementation support to enhance the client experience and build brand awareness.

Leah is a graduate of Gustavus Adolphus College with a Bachelor of Arts degree in communication studies and management. Prior to joining the Carlson Capital Management team, Leah worked for 15 years at a marketing agency, developing and implementing integrated communications strategies for clients across a variety of industries.

Leah enjoys quiet walks, good books, a houseful of guests, and family puzzles. Leah is a current board member of WINGS and serves on the City of Northfield's Arts and Culture Commission. She is also an active volunteer on the Northfield Public Schools Communications Committee. Leah shares her life with her husband, Matthew, and their four children. Together they reside in Northfield, Minnesota.

Personal Thoughts
As a mom, I often think about the legacy I’ll leave for my children. What about me will they remember most? My six-year-old recently described me to his classmates by sharing that I’m really good at UNO—yes, the card game!

Although my name won’t ever be found in an UNO hall of fame, I hope that my legacy is centered on excellence—giving everything I can in every instance. I’ve found—time and time again—that my work ethic and can-do attitude are difference makers, and I’m grateful for the opportunity to partner with colleagues who share in a commitment to giving their very best at every turn.

Donation Supports Diversity in Financial Services Industry

BLOOMINGTON, MINN (May 12, 2021) In collaboration with the member organizations of Zero Alpha Group (ZAG), Carlson Capital Management has made a donation to the CFP Board Center for Financial Planning (the Center) to create a more diverse and sustainable financial planning profession.

CCM’s donation was combined with that of fellow ZAG firms to result in a $50,000 gift. ZAG’s donation was further leveraged by the Center to yield more than $20,000 in additional contributions.

Since its launch in 2015, the Center has embarked on initiatives to grow, diversify, and sustain the financial planning profession. Thanks in part to the Center’s programming, the number of Black and Latino CFP® professionals increased by 12.6% in 2020—nearly five times the growth rate of all CFP® professionals—while the number of women CFP® professionals rose to 20,633, reflecting a growth rate of 3.1% over 2019.

Obtaining CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence for financial planners—a certification 15 CCM colleagues hold. CFP® professionals meet rigorous education, training and ethical standards and are required to serve as fiduciaries when providing financial advice to clients.

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BLOOMINGTON, MINN (May 12, 2021) In collaboration with the member organizations of Zero Alpha Group (ZAG), Carlson Capital Management has made a donation to the CFP Board Center for Financial Planning (the Center) to create a more diverse and sustainable financial planning profession.

CCM’s donation was combined with that of fellow ZAG firms to result in a $50,000 gift. ZAG’s donation was further leveraged by the Center to yield more than $20,000 in additional contributions.

Since its launch in 2015, the Center has embarked on initiatives to grow, diversify, and sustain the financial planning profession. Thanks in part to the Center’s programming, the number of Black and Latino CFP® professionals increased by 12.6% in 2020—nearly five times the growth rate of all CFP® professionals—while the number of women CFP® professionals rose to 20,633, reflecting a growth rate of 3.1% over 2019.

Obtaining CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence for financial planners—a certification 15 CCM colleagues hold. CFP® professionals meet rigorous education, training and ethical standards and are required to serve as fiduciaries when providing financial advice to clients.

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