Team Member Profile

Professional Biography

Avery Slotsve is a Paraplanner at Carlson Capital Management. In this role, Avery 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. Avery 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.

Avery is a graduate of the University of Minnesota Duluth where she obtained her Bachelor of Business Administration in financial planning and her Bachelor of Arts in Spanish studies. While on campus, Avery was active in the Women in Business and Financial Planning clubs. Prior to joining CCM, she completed two internships in the financial industry where she was honed her exceptional client service and communication skills.

Avery is a native of North Central Minnesota. She grew up in Hinckley, Minnesota, and currently resides with her husband in the west metro, which she’s finding is a huge adjustment from her small-town background. Avery enjoys being active, watching sports, fishing, baking, traveling, and volunteering at her hometown church.

Personal Thoughts

As I was trying to figure out what I wanted to do with my life after high school, my mom told me to make a list of the things that are most important to me—my “non-negotiables,” as my dad would say. Of course, this list was composed of things related to my future career and not necessarily my personal life, though the two share many commonalities. My list looked something like this: nothing gross or dirty, absolutely nothing to do with the medical field, no science or engineering, I want to be able to help people every day, and most important of all: I want to make a difference.

I soon concluded that I wanted to pursue the financial planning field. Now that I am here, living in the career field that I spent the last three years studying for, I know I chose right. This job and CCM meet all my non-negotiables. I work in a clean office, where nobody is wearing scrubs. I haven’t seen a beaker or a pair of safety goggles. I get to play a role in helping people feel secure in their financial position and watch everyone else here do the same. The philanthropic focus and client-centered mentality here at CCM pave a way for me to make a difference. For me, it is not about changing the world, just about changing someone’s world.