Team Member Profile

Professional Biography

Betsy England is an Integrated Wealth Advisor and Paraplanner Team Lead at Carlson Capital Management. As part of the Advisory Team, Betsy partners with clients and their families, providing the firm’s fully integrated wealth management experience including investment management, retirement modeling, estate and educational planning, and all other aspects of general financial planning and client care. In this role, Betsy also connects clients with the firm’s specialists for overall portfolio management as well as direct access to expertise in areas such as tax planning and insurance analysis. In addition, Betsy engages with newly hired Paraplanners to mentor them in CCM’s approach to integrated wealth management and culture of care.

Betsy joined CCM with previous experience in wealth management, as well as seven years as part of the finance team at Target Corp and early career experience in the arts communities of San Francisco and New York. She earned her MBA from the University of Chicago Booth School of Business, an MA from New York University Tisch School of the Arts, and an AB in English Literature from the University of Chicago. Betsy holds the CERTIFIED FINANCIAL PLANNER^® designation granted through the Certified Financial Planner Board of Standards.

In her personal time, Betsy enjoys reading, weight-lifting, and attending dance performances. She lives with her husband, Jeremy, and their two children in Minneapolis.

Personal Thoughts

Life isn’t about money, but money forms the foundations for many of life’s activities. Most of my education has been in the humanities, and I’ve always been fascinated by the big questions in life. How should a person live? What constitutes a meaningful life? Why are any of us here, anyway?

What’s even more fascinating than these questions is how many different ways you can answer them. No philosopher, author, or choreographer has found the definitive answer for all of us because there is no one definitive answer – it’s different for each person.

My job as an advisor is to help people more fully embody their personal answers to these questions by better organizing, managing, and deploying their resources towards their vision. It’s an honor to get to know my clients so deeply, and it’s an even greater honor to use my skillset to help them on their journeys.