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.
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.