Integrated Wealth Advisor
Callie Geist is an Integrated Wealth Advisor at Carlson Capital Management. As part of the advisory team, Callie is responsible for implementing and coordinating all aspects of integrated wealth management for clients including investment management, retirement modeling, risk management analysis, estate and educational planning and other general financial planning according to a client's needs.
Callie holds a Bachelor of Arts degree in Organizational Communication from Creighton University where she graduated cum laude. She went on to earn a Juris Doctor from the Creighton University School of Law, and is a member of Phi Delta Phi, an international legal fraternity. In addition, Callie holds an MBA from Kaplan University, and the Certified Financial Planner™ designation granted through the Certified Financial Planner Board of Standards.
Callie joined CCM after serving as a Tax Staff Accountant at a South Dakota company. As a law student and undergraduate, Callie clerked with the Kellogg & Palzer firm in Omaha, Nebraska, and worked with the SilverStone Company as a human capital consultant. Callie grew up in Northwest Iowa, and now telecommutes from Omaha where she resides with her husband, Aaron. She is a fan of Minnesota sports teams, enjoys cooking and spending time with her family, friends and her faithful dogs, Brin and Charlotte.
Callie and other members of the CCM Advisory Team regularly post articles of interest on financial planning which you can find here.