Carlson Capital Management

Integrated Wealth Management

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  • Our Firm
    • 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.
    • Our TeamOur approach to wealth management is to surround you with a team of experts who work together to integrate all of the key financial disciplines into one plan.
    • HistoryKey events and milestones since the founding of our firm in 1987.
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    • Client ProfileOur clients are individuals, families, businesses and foundations with many varying goals and situations, but one thing in common – the need and desire for integrated solutions.
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    • Foundational ValuesOur deep commitment to each client we serve is built upon foundational values like honesty, hard work, and a strong sense of personal dedication.
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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.
    • Carlson PortfoliosCarlson Portfolios offers a solution for clients whose situations are less complex than a traditional CCM Integrated Wealth Management client.
    • Retirement Plan ServicesComprehensive integrated retirement plan solutions.
    • Institutional Portfolio ServicesInvestment advisory and fiduciary consulting for foundations, endowments and associations.
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    • Carlson TrustProvides trust solutions for clients whose financial, family or business needs require the services of a professional fiduciary.
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    • Recommended ReadingArticles and resources to give you access to our top picks in investment education, timely industry perspectives, interesting data and financial planning insights.
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    • Request a ConversationTake the next step in learning more about our integrated wealth management services by requesting a conversation with one of our advisors.
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Carlson Portfolios

Tim Jackson – Carlson Capital Management
Tim Jackson

Director of Operations & Technology
507.321.4003
Email Tim

Professional Biography
Tim Jackson is Director of Operations and Technology at Carlson Capital Management. In this role, Tim is responsible for oversight of all firm operations and technology. This includes planning, implementing and managing all aspects of technology to enhance both the client and colleague experience at CCM. He is also responsible for ensuring support and maintenance of existing applications, platforms and tools, as well as researching and implementing new solutions on an on-going basis. Tim’s hands-on experience and strong technical aptitude help ensure the overall efficiency and effectiveness of the firm’s operations.

Tim graduated from the University of Wisconsin – Madison, where he earned a Bachelor of Science degree in economics with an emphasis in mathematics. After graduation, he joined a small software company in the Twin Cities, where he worked in research and development. Tim has extensive self-taught computer skills and has significant experience in designing and maintaining websites. In 2017, Tim began a three-year term as a member of the Charles Schwab Technology, Operations, and Service Advisory Board. He also volunteers his technical skills to assist a variety of non-profit organizations. Tim and his family live in Northfield, Minnesota.

Personal Thoughts
Family is very important to me. I grew up with three brothers and three sisters, and my parents have since gone on to adopt thirty more children, bringing the total number of children in my family to thirty-seven. The closeness of my family has instilled in me a strong sense of family values, which I carry forward to my own family now. My wife and I love every second we are with our children, watching them develop and grow.

Growing up in a large family has also given me a great understanding of teamwork and how to get things done. My brothers and sisters would seldom all agree on things, but somehow we managed to compromise and move on without anyone getting left behind. My family experiences have helped me apply these skills of teamwork and compromise in the business world. Teamwork has always been a part of the CCM culture and I’m proud to provide our clients with an experience that reflects this value.

Carlson Portfolios

Carlson Portfolios offers access to the experience, expertise and care for which Carlson Capital Management is known, while focusing on the needs of clients whose situations are less complex than a traditional Carlson Capital Management Integrated Wealth Management client.

The team at Carlson Capital Management is pleased to offer Carlson Portfolios.

Parallel to our traditional offering, we recognize the value in providing a solution for clients who do not have the complexity in their situations that require the array of solutions provided by our Integrated Wealth Management platform. Carlson Portfolios offers the investment discipline and structure of our Integrated Wealth Management platform and leverages the same investment research capabilities, portfolio management team, CEFEX™ certified process, leading edge technology, and proven track record previously offered exclusively to CCM Integrated Wealth Management clients.

Carlson Portfolios is the ideal solution for several types of clients:

  • children of CCM clients either just beginning to invest or in an accumulation phase,
  • clients in the draw-down phase as retirees needing income from their investments, and
  • young professionals beginning their investment journey.

Carlson Portfolios is a wise and practical option for investment clients with $500,000 or more to invest.

For some, starting on the Carlson Portfolios path is the beginning of engaging Carlson Capital Management and may progress to the Integrated Wealth Management platform as the need arises for more advanced financial planning. For others, the solutions and advisory experience of Carlson Portfolios will suit their needs for years to come.

Andrew Hauskins, CFP® is our primary advisor for Carlson Portfolios clients. Please contact Andy if you would like an initial complimentary consultation to determine if Carlson Portfolios is right for you.

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Carlson-Portfolios-Experience

The Carlson Portfolios Experience

Carlson Portfolios Management Fee Structure

Andy Hauskins – Carlson Capital Management

Andrew Hauskins, CFP®
Senior Integrated Wealth Advisor; Director of Carlson Portfolios

Andy Hauskins – Carlson Capital Management
Andrew Hauskins, CFP®

Senior Integrated Wealth Advisor; Director of Carlson Portfolios
507.321.4024
Email Andy

  I thoroughly enjoy working with clients – listening to their stories, hearing about their backgrounds, trying to learn what drives them and what is ultimately important to them.  

Professional Biography
Andrew Hauskins is a Senior Integrated Wealth Advisor for the Carlson Capital Management team and serves as Director of the firm’s Carlson Portfolios platform. As an advisor, Andy partners with clients and their families, providing investment management, retirement modeling, and other aspects of general financial planning and client care that are custom to client needs. He also connects clients with the firm's specialists for overall portfolio management as well as direct access to expertise in areas such as estate planning, tax planning, and insurance analysis.

Andy began his career in financial services at Life Investors Insurance Company of Cedar Rapids, Iowa, in 1998. While at Life Investors, Andy worked in the marketing department training new agents on life insurance, annuities, and basic financial planning techniques. Andy’s career then led him to the Director of Field Services position with CA Marketing, a medical insurance marketing firm in the Twin Cities. While there he gained extensive knowledge of individual health plans, small employer group health plans, short-term medical, and Health Savings Accounts. Andy holds the Certified Financial Planner™ designation granted through the Certified Financial Planner Board of Standards.

Andy graduated from Iowa State University in 1997 with a Bachelor of Science degree. In addition to his studies at Iowa State, Andy was a four-year letter winner in track and field. He was recognized as an Iowa State Scholar Athlete for excellence in academics. Andy is an active member of Trinity Lutheran Church and volunteers time with both the Northfield Area Family YMCA and St. Dominic School. Andy enjoys coaching his children’s sports teams and playing on the Northfield Millers baseball team. Andy, his wife Annie, and their three children live in Northfield, Minnesota.

Personal Thoughts
“Steel started out as simply a lump of iron,” my father used to say to me, and “only through the relentless work of a blacksmith did it become a critical commodity.” When I was younger, I wasn’t sure why he would share such things with me, though I knew that in this case, he was passing along a quote from his own father. Then, one day during high school track practice, his words became quite valuable for me. I envisioned that the work of a blacksmith was very repetitive, difficult, and required focus in addition to physical discipline. I realized that success might mean continuing to “pound away” at something, as my coach was requiring me to do in sprints. I was ultimately rewarded for my hard work with success on the track, but even more, I was rewarded with discipline as a core value that I continue to carry with me. I certainly don’t claim to practice this perfectly, it is something toward which I strive, and that I try to impart to my own children.

The importance of being disciplined can demonstrate itself in multiple aspects of our lives. It is central to what we do at Carlson Capital Management as well. When the financial markets are challenging, it requires us to practice the discipline we speak of in theory when the markets are working in our favor—that is “staying the course.” We also integrate discipline into the educational, retirement and estate plans we work with clients to create. It is a key element in driving these plans to success.

I thoroughly enjoy working with clients—listening to their stories, hearing about their backgrounds, trying to learn what drives them and what is ultimately important to them. This greatly motivates me in my work in helping them meet and exceed their goals.

Members of the CCM Advisory Team regularly post articles of interest on financial planning which you can find here.

Abbi Kramas – Carlson Capital Management

Abbi Kramas, CFP®
Integrated Wealth Advisor

Abbi Kramas – Carlson Capital Management
Abbi Kramas, CFP®

Integrated Wealth Advisor
507.321.4016
Email Abbi

  It’s incredibly satisfying to work alongside clients to help them identify their financial goals and establish a strategy for achieving them.  

Professional Biography
Abbi Kramas is an Integrated Wealth Advisor at Carlson Capital Management. As part of the Advisory Team, Abbi partners with clients and their families, providing the firm's fully integrated wealth management experience including investment management, retirement modeling, estate and educational planning, and all other aspects of general financial planning and client care. In this role, Abbi also connects clients with the firm's specialists for overall portfolio management as well as direct access to expertise in areas such as tax planning and insurance analysis.

Abbi graduated from the University of Wisconsin, Stevens-Point where she earned Bachelor of Science degrees in business administration and accounting. Abbi holds the Certified Financial Planner™ designation granted through the Certified Financial Planner Board of Standards. Prior to joining CCM, she worked for nine years serving in roles in insurance, banking, and financial.

When not at work, Abbi enjoys spending her time being active—particularly running and weight lifting. She also loves to spend time with friends and family and enjoys cooking. Abbi grew up in Mosinee, Wisconsin, and now lives in Farmington, Minnesota, with her two dogs, Bella and Jazmine.

Personal Thoughts
I was raised in a small town in central Wisconsin by hard-working, self-employed parents. They provided for our family, filled our home with an abundance of love, and never let on to the fact that we were living on a very tight family budget.

When I headed to college, I often found myself envious of classmates who had their education paid for by their parents. I was working two or more jobs and funding my entire education through my income and student loans. My parents were able to provide periodic gas money, occasional groceries, and a few random household items. Above all else, my parents provided me with the encouragement and support I needed while I completed my degree.

Years later I now realize the sacrifices my parents made. Their ability to make a lot out of a little has helped shape me into a responsible young adult with a strong work ethic that I will possess forever. These gifts they have given me provide motivation every day in my work serving our clients at CCM.

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