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.