Carlson Capital Management

Integrated Wealth Management

Menu 
  • 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.
    • Community CommitmentIn the same way that we value the deep and lasting partnerships we have with our clients, we place a strong value on being partners in our communities.
    • Mission StatementOur team is guided by this mission each and every day. It’s what gets us up in the morning, and sometimes keeps us awake at night.
    • Zero Alpha GroupFounded in 1995, the Zero Alpha Group community is a national network of eight independent investment advisory firms.
  • Our Clients
    • 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.
    • Fiduciary StandardsIntegrity, trust, expertise and care are hallmarks of the CCM experience. They are at the root of all we do and the essence of who we are.
    • Fee StructureOur independent, fee-based status allows us to focus on one simple thing: what is in the best interest of our client.
    • Make a ReferralThe majority of new clients come from referrals from current clients. Access information that introduces colleagues and friends to Carlson Capital Management.
  • Our Approach
    • 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.
    • Integrated ExpertiseOur unique, integrated approach to wealth management unlocks opportunities that our clients and their families deserve.
    • Disciplined PerspectiveOur long-term perspective provides the patience, guidance and discipline required for steady growth and protection.
    • Independent InsightOur independent, fee-based structure ensures the highest levels of objectivity, integrity, and fiduciary responsibility.
  • Services
    • 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.
    • Risk ManagementSome things in life are predictable, while others are random. Managing risk is as important as seeking opportunities.
    • American Center for PhilanthropyWe develop and implement a philanthropic plan that matches your desire to make a difference and leave a legacy.
    • CCM Tax & Trust AdministrationA commonly-held affiliate of CCM that provides tax return preparation services.
    • Carlson TrustProvides trust solutions for clients whose financial, family or business needs require the services of a professional fiduciary.
  • News and Resources
    • Recommended ReadingArticles and resources to give you access to our top picks in investment education, timely industry perspectives, interesting data and financial planning insights.
    • Articles and PublicationsA library of topical publications and articles written by CCM team members specifically for our clients.
    • CCM In the NewsA collection of articles, links and press releases featuring CCM, including interviews in publications and features in national industry rankings.
    • Video LibraryShort videos that introduce you to our team, our approach and the CCM story.
    • Women’s InitiativeResources and information related to CCM’s Women’s Initiative: Promoting the Financial Empowerment of Women.
    • Introduce CCM to OthersThe majority of new clients come from referrals from current clients. Access information that introduces colleagues and friends to CCM.
  • Contact Us
    • Request a ConversationTake the next step in learning more about our integrated wealth management services by requesting a conversation with one of our advisors.
    • Contact Our TeamEmail one of our team members directly or send a general inquiry to the firm.
    • Client Servicing ContactsFind the CCM team member who can help with your specific question or request.
    • Join a MeetingJoin your scheduled meeting with Carlson Capital Management.
    • LocationsWe always appreciate the opportunity to meet face-to-face in one of our offices or at a location convenient to you.
    • CareersLearn about employment opportunities and apply online.
  • Request a Call
  • Client Login

Financial Planning for Women

Articles and resources related to Financial Planning for Women.

Meet Selene Serkland

Callie Geist
Callie Geist, CFP®, J.D., MBA

Senior Integrated Wealth Advisor
952.230.6706
Email Callie

  Working with our clients' finances is very personal, and for them to allow us into that space is a real privilege.  

Professional Biography
Callie Geist is a Senior Integrated Wealth Advisor at Carlson Capital Management. In this role, Callie 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. Callie 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.

Callie holds a Bachelor of Arts degree in Organizational Communication from Creighton University where she graduated cum laude. She went on to earn a Juris Doctor from the Creighton University School of Law, and is a member of Phi Delta Phi, an international legal fraternity. In addition, Callie holds an MBA from Kaplan University, and the Certified Financial Planner™ designation granted through the Certified Financial Planner Board of Standards.

Callie joined CCM after serving as a Tax Staff Accountant at a South Dakota company. As a law student and undergraduate, Callie clerked with the Kellogg & Palzer firm in Omaha, Nebraska, and worked in human capital with the SilverStone Company. Callie grew up in Northwest Iowa, and now telecommutes from Sioux Falls where she resides with her husband, Aaron. She is a fan of Minnesota sports teams, enjoys cooking and spending time with her family, friends and her faithful dogs, Brin and Charlotte.

Personal Thoughts
My interest in financial planning began when I was sixteen years old and working at one of my very first jobs. This job was in a wonderful gift shop with a small café in my hometown of Storm Lake, Iowa. I enjoyed every aspect of this job: unpacking merchandise, wrapping gifts, prepping food in the kitchen, waiting on tables, etc. However, my favorite part of the job was getting to know the customers and helping them find exactly what they were looking for. One such customer was Don, a businessperson in his 60s who was a regular patron of the café. He would come in almost daily at the end of every lunch service. I loved sitting at the table with him and chatting.

During one of our conversations, he shared with me his number one financial recommendation: open a Roth IRA and save 10% of your income into that account. Don’t worry about the dollar amount you’re contributing, he said, but focus on creating the habit. We talked about the impact that this could have on my finances long-term. So I went to the local bank where an incredibly kind woman, Julie, took the time to walk me through opening this account and answer all of my questions. Every two weeks when I was paid, I would go the bank to cash my check and contribute 10% into my Roth IRA. While the dollar amount was small, I felt empowered about making smart financial decisions. I knew that I was doing the best I could with what I had at the time.

In my role as an advisor, I love building strong relationships with my clients and learning about the people and things that matter most to them, the goals and dreams they have, and the things that keep them up at night. Just as Don and Julie helped educate and encourage me many years ago, my goal as an advisor is to walk alongside my clients as they navigate the financial obstacles and opportunities in life, so that they can feel empowered and energized in knowing they are doing the best they can with what they have.

Callie and other members of the CCM Advisory Team regularly post articles of interest on financial planning which you can find here.

Callie Geist
Callie Geist, CFP®, J.D., MBA
Senior Integrated Wealth Advisor

In honor of Women's History Month, I'm thrilled to introduce you to my wonderful colleague, and one of the newest members of CCM's team, Selene Serkland. As defined by The Library of Congress, Women's History Month celebrates the contributions women have made to the United States and recognizes the specific achievements women have made over the course of American history in a variety of fields. 1  In a field where just 15% of financial advisors are women, 2  we are ... [Continue Reading]

Published March 23, 2021 Topics: CCM Women's Initiative, Financial Advisors, Financial Planning for Women

Conversations With the CCM Team: Women and Money

Leah Rich

Senior Manager of Marketing & Communications
507.321.4019
Email Leah

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.

In the latest Conversations With the CCM Team video, titled Women and Money, Founder and CEO Greg Carlson, CFP®, interviews Senior Wealth Advisor Katy Vermeer, CFP®. In it, Katy shares her perspective on the evolution of the financial services industry and the ways in which she's observed a parallel evolution in women's roles in managing their financial lives. Katy and Greg also discuss how CCM is dedicated to ensuring women feel empowered in their financial lives. Conversations With the ... [Continue Reading]

Topics: CCM Women's Initiative, Financial Planning for Women, Women and Investing

Suddenly Single and Managing Wealth

Katy Vermeer
Katy Vermeer, CFP®

Senior Integrated Wealth Advisor
952.230.6707
Email Katy

  For me, it is a real privilege to walk alongside families who entrust their financial future to me and to my colleagues at CCM. I never take that for granted.  

Professional Biography
Katy Vermeer is a Senior Integrated Wealth Advisor at Carlson Capital Management. As a Senior Advisor, Katy partners with clients and their families providing the firm's fully integrated wealth management experience including investment management, retirement modeling, estate, philanthropic and educational planning and all other aspects of general financial planning and client care. In this role, Katy 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.

Katy joined CCM with more than thirty years of experience in financial services, including nearly a decade of serving clients by advising on all aspects of wealth management. Prior professional roles include leading business development initiatives, portfolio management, product management, and marketing. Katy worked most recently as Director of the Wealth Strategies Group with a firm in the Twin Cities. In addition to serving as a wealth advisor for clients and their families, Katy was instrumental in implementing a wealth planning platform, deepening the discovery process for firm clients, leading wealth planning workshops and contributing to the firm’s client education communications.

Katy holds a Bachelor of Arts degree in Psychology and Business from DePauw University. Katy has also attained the Certified Financial Planner™ designation granted through the Certified Financial Planner Board of Standards.

When not at work, Katy enjoys being active outdoors. She loves using the lakes and parks of Minneapolis any time of the year. She and her husband, Kerry, live in Southwest Minneapolis. They have three grown children.

Personal Thoughts
Doing well and doing good are both really important to me. This message related to excellence and responsibility is one that has always resonated with me and I work to incorporate it into my daily living, both at work and at home. At CCM when I am doing well for our clients I know that I am positively affecting their lives. By encouraging them to be purposeful about their wealth, I am hopeful that good happens, whether that is with the resources they use for themselves, their families or for the community.

Katy and other members of the CCM Advisory Team regularly post articles of interest on financial planning which you can find here.

Katy Vermeer
Katy Vermeer, CFP®
Senior Integrated Wealth Advisor

It is the Greek philosopher, Heraclitus, who said, “Change is the only constant in life.” Some life changes are more welcome than others, and change is often hard. Some of these changes are planned, while some can be very sudden. At CCM, I believe we do great work for clients in any number of transitions, including in the instance of a divorce or the death of a spouse. When clients find themselves suddenly single, for example, they are often mired in details and decisions that they have never ... [Continue Reading]

Published November 17, 2020 Topics: CCM Women's Initiative, Financial Planning, Financial Planning for Women, Integrated Wealth

Dementia-friendly Wealth Management

Katy Vermeer
Katy Vermeer, CFP®

Senior Integrated Wealth Advisor
952.230.6707
Email Katy

  For me, it is a real privilege to walk alongside families who entrust their financial future to me and to my colleagues at CCM. I never take that for granted.  

Professional Biography
Katy Vermeer is a Senior Integrated Wealth Advisor at Carlson Capital Management. As a Senior Advisor, Katy partners with clients and their families providing the firm's fully integrated wealth management experience including investment management, retirement modeling, estate, philanthropic and educational planning and all other aspects of general financial planning and client care. In this role, Katy 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.

Katy joined CCM with more than thirty years of experience in financial services, including nearly a decade of serving clients by advising on all aspects of wealth management. Prior professional roles include leading business development initiatives, portfolio management, product management, and marketing. Katy worked most recently as Director of the Wealth Strategies Group with a firm in the Twin Cities. In addition to serving as a wealth advisor for clients and their families, Katy was instrumental in implementing a wealth planning platform, deepening the discovery process for firm clients, leading wealth planning workshops and contributing to the firm’s client education communications.

Katy holds a Bachelor of Arts degree in Psychology and Business from DePauw University. Katy has also attained the Certified Financial Planner™ designation granted through the Certified Financial Planner Board of Standards.

When not at work, Katy enjoys being active outdoors. She loves using the lakes and parks of Minneapolis any time of the year. She and her husband, Kerry, live in Southwest Minneapolis. They have three grown children.

Personal Thoughts
Doing well and doing good are both really important to me. This message related to excellence and responsibility is one that has always resonated with me and I work to incorporate it into my daily living, both at work and at home. At CCM when I am doing well for our clients I know that I am positively affecting their lives. By encouraging them to be purposeful about their wealth, I am hopeful that good happens, whether that is with the resources they use for themselves, their families or for the community.

Katy and other members of the CCM Advisory Team regularly post articles of interest on financial planning which you can find here.

Katy Vermeer
Katy Vermeer, CFP®
Senior Integrated Wealth Advisor

According to the World Health Organization, the number of adults living with dementia—a condition that negatively impacts a person’s memory and cognitive function—stands at 50 million. This number is expected to rapidly grow to 82 million by 2030. Alzheimer’s disease is the most common form of dementia, accounting for 60 to 70 percent of all cases. 1 With dementia on the rise, it's increasingly important to consider dementia-friendly wealth management strategies. Stages of ... [Continue Reading]

Published August 24, 2020 Topics: CCM Women's Initiative, Family Meetings, Financial Advisors, Financial Planning, Financial Planning for Women, Integrated Wealth

Have You Considered a Family Meeting?

Katy Vermeer
Katy Vermeer, CFP®

Senior Integrated Wealth Advisor
952.230.6707
Email Katy

  For me, it is a real privilege to walk alongside families who entrust their financial future to me and to my colleagues at CCM. I never take that for granted.  

Professional Biography
Katy Vermeer is a Senior Integrated Wealth Advisor at Carlson Capital Management. As a Senior Advisor, Katy partners with clients and their families providing the firm's fully integrated wealth management experience including investment management, retirement modeling, estate, philanthropic and educational planning and all other aspects of general financial planning and client care. In this role, Katy 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.

Katy joined CCM with more than thirty years of experience in financial services, including nearly a decade of serving clients by advising on all aspects of wealth management. Prior professional roles include leading business development initiatives, portfolio management, product management, and marketing. Katy worked most recently as Director of the Wealth Strategies Group with a firm in the Twin Cities. In addition to serving as a wealth advisor for clients and their families, Katy was instrumental in implementing a wealth planning platform, deepening the discovery process for firm clients, leading wealth planning workshops and contributing to the firm’s client education communications.

Katy holds a Bachelor of Arts degree in Psychology and Business from DePauw University. Katy has also attained the Certified Financial Planner™ designation granted through the Certified Financial Planner Board of Standards.

When not at work, Katy enjoys being active outdoors. She loves using the lakes and parks of Minneapolis any time of the year. She and her husband, Kerry, live in Southwest Minneapolis. They have three grown children.

Personal Thoughts
Doing well and doing good are both really important to me. This message related to excellence and responsibility is one that has always resonated with me and I work to incorporate it into my daily living, both at work and at home. At CCM when I am doing well for our clients I know that I am positively affecting their lives. By encouraging them to be purposeful about their wealth, I am hopeful that good happens, whether that is with the resources they use for themselves, their families or for the community.

Katy and other members of the CCM Advisory Team regularly post articles of interest on financial planning which you can find here.

Katy Vermeer
Katy Vermeer, CFP®
Senior Integrated Wealth Advisor

What image does a “family meeting” conjure up for you? Do you think of your childhood when your parents would ominously announce, “It’s time for a family meeting!” or maybe it’s your spouse asking, “Does this incident warrant a family meeting?” In our home, one form of a family meeting occurred when my husband and I had casual discussions with our three kids over dinner when we would say something along the lines of, “We have something important to talk about.” I recently asked our young adult ... [Continue Reading]

Published July 18, 2019 Topics: CCM Women's Initiative, Financial Advisors, Financial Planning, Financial Planning for Women

  • 1
  • 2
  • 3
  • Next Page →

DO NOT DELETE

News & Resources

  • Articles and Publications
  • CCM In the News
  • Recommended Reading
  • Video Library

Topics

Active Management Alternative Investments Annual Returns Bond Portfolio Brexit CCM Women's Initiative Charitable Giving Dimensional Fund Advisors Discipline Diversification Economy Estate Planning Financial Advisors Financial Planning Financial Planning for Women Inflation Integrated Wealth Interest Rates International Investing Investment Insight Investor Returns IRAs Market Conditions Market Volatility Politics and Markets Portfolio Management Rebalancing Retirement Planning Tax Planning Tax Reform

Contact Us

Contact us for a complimentary discovery meeting or for a second opinion on your current financial plan.

Contact Us

Email Updates

Sign up here to receive CCM articles and updates by email:

Subscribe

  • Home
  • Our Firm
  • Our Clients
  • Our Approach
  • Services
  • News and Resources
  • Client Login
  • Careers
  • Contact Us

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Please review other Important Disclosure Information related to this website.
 

© 2022 Carlson Capital Management, LLC, d/b/a Carlson Capital Management.