Abbi Kramas is a Paraplanner at Carlson Capital Management. In this role, Abbi works closely with the firm’s wealth advisors, collaborating throughout the planning process to deliver comprehensive financial plans to clients. She is responsible for collecting, tracking, and monitoring related data, preparing presentation materials, and assisting with portfolio management. Abbi also facilitates client-advisor communications and works proactively to monitor and complete client-related servicing activities. In addition, she is responsible for a strong working knowledge of and leveraging of firm technology to best serve clients.
Abbi graduated from the University of Wisconsin, Stevens-Point where she earned Bachelor of Science degrees in business administration and accounting. Prior to joining CCM, Abbi 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.
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.