Carlson Capital Management

Integrated Wealth Management

Menu
  • Our Firm
    • Our FirmFirmly grounded in foundational values, and intensely focused on each client’s well-being, Carlson Capital Management has been redefining partnership for more than 35 years.
    • Our TeamOur approach to wealth management is to surround you with a team of professionals who leverage their expertise and work together to integrate all of the key financial disciplines into one plan.
    • 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.
    • 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.
    • CareersLearn about employment opportunities and apply online.
    • Close
  • 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.
    • Women’s InitiativeResources and information related to CCM’s Women’s Initiative: Promoting the Financial Empowerment of Women.
    • Make a ReferralThe majority of new clients come from referrals from current clients. Access information that introduces colleagues and friends to Carlson Capital Management.
    • Close
  • Our Approach
  • 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.
    • Close
  • News
  • Contact Us
    • Locations & DirectorySee our locations and the various ways to 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 Meeting With CCMJoin your scheduled meeting with Carlson Capital Management.
    • Close
  • Request a Call
  • Client Login

Team Member Profile

Amy Vanderhoff - Carlson Capital Management

Amy Vanderhoff

Paraplanner

icon

952.208.4665

icon

Email Amy

icon

Professional Biography

Amy Vanderhoff is a Paraplanner at Carlson Capital Management. In this role, Amy 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. Amy 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.

Amy joined CCM with more than 20 years in the financial services industry, most recently providing direct customer service to key relationships and department leadership and training to ensure a consistent experience for all clients. Amy earned her Bachelor of Science in business management from Rasmussen University and delights in going the extra mile for clients and colleagues alike.

Amy lives in Lake Elmo, Minnesota, with her husband, Kevin, two young teenage sons, Charlie and Joey, and their long haired German shepherd, Axel. Amy and her family enjoy camping (or glamping in their 5th wheel, as they call it), fishing, and playing outside all year long. In between sports and music hobbies, she and her family volunteer at their local food shelf and Feed My Starving Children.

icon

Personal Thoughts

I’ve always had a love for teaching and learning. The truth is, I went to school to be a teacher and fell into the financial world!

My passion for teaching has been nurtured in my work with clients, especially supporting family generations in their wealth planning. Finances and investments are scary to a lot of people. I’m honored to support clients of all ages in their understanding of the subjects and identifying and working toward their goals. Ultimately, through this work they can have peace of mind about their future; and for me, there is nothing that makes my heart happier.

Our Clients

Client Profile

Fiduciary Standards

Integrated Wealth Management

Carlson Portfolios

Our Firm

Our Team

News

Locations

Careers

Compliance

Important Disclosure Information

Privacy Notice

Form CRS

Form ADV Part 2A

Contact Us

Request a Conversation

Contact Our Team

952.230.6700

© 2023 Carlson Capital Management, LLC, d/b/a Carlson Capital Management.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.