Integrated Wealth Management
Director of Qualified Plans
952.230.6709
952.230.6710 (Fax)
cami@carlsoncap.com
Cami Peterson serves as Director of Qualified Plans for CCM Institutional Client Services, a division of Carlson Capital Management that serves companies, organizations, and their employees. In this role, Cami leads the team managing 401(k) and other qualified plan clients. This includes working with plan sponsors, trustees, investment committee members, and plan administrators, to build and optimize successful retirement plans, and with plan participants to provide them with the tools and resources to give them the best chance for a successful retirement.
Cami brought more than twelve years of experience in the financial services industry to her position at CCM. She began her career by earning her CPA designation and working as a senior accountant for a large corporate accounting firm. She then served as a controller for a large home builder before starting as a financial advisor with a leading Twin Cities financial services organization, and subsequently, a regional RIA. During her time as an advisor, Cami developed a passion for working with business owners and plan fiduciaries to design and deliver high quality, effective 401(k) and other qualified plans. She believes the role of retirement plans is to create successful outcomes for employees and optimize business outcomes for employers. She has the depth of experience within the retirement planning industry which allows for a unique and creative approach to design plans that align with corporate goals and objectives. Cami particularly enjoys working with plan participants to provide proactive educational opportunities and resources that position them to maximize their retirement accumulation opportunities.
Cami grew up in the Twin Cities and graduated from the University of Minnesota-Duluth, with a Bachelor's degree in accounting. Shortly following graduation, Cami earned her Certified Public Accountant (CPA) license. In addition, she holds the Qualified Plan Financial Consultant (QPFC) designation. She has been a member of the American Society of CPAs and the Minnesota Society of CPAs since 1999 and ASPPA since 2011. In 2015, Cami was named a National Association of Plan Advisors Top Women Advisor Captain due to her significant contributions to the retirement planning industry and her role as leader in her firm’s retirement plan division. Outside of work, Cami enjoys spending time with her family at their cabin in northern Minnesota and spending as much time outdoors as possible doing a variety of activities. Her community involvement includes being active with the Autism Society of Minnesota, volunteering for United Way, Feed My Starving Children, and the Sheridan Story. Cami and her husband, Ken, live in Coon Rapids, Minnesota, with their three children.
