Serving as a Tax Specialist at Carlson Capital Management, Carter Justice provides support to the firm's tax advisors in developing and implementing strategies that consider the full integration of clients' investment, estate, financial, tax, insurance, and philanthropic plans. As a member of the Tax Team, Carter regularly calculates tax projections and promotes a high-quality meeting and client experience with the thorough preparation of materials and proactive communication. In addition, he has responsibility for preparing tax returns through CCM Tax & Trust Administration, a commonly-held affiliate of Carlson Capital Management.
Carter is a graduate of the University of Wisconsin-River Falls where he earned his Bachelor of Business and Economics with an emphasis in accounting. While in college, he was part of the university's Accounting Society and completed seasonal internships with CCM Tax & Trust Administration. It was in this setting that he saw first-hand application of his classroom experiences and gained an appreciation for CCM's highly collaborative, team-oriented culture.
In his free time, Carter enjoys wildlife photography and disc golf. He grew up in Cottage Grove, MN and currently lives in Oakdale, MN with his significant other Mackenzie.
I have three things that encompass my life: family, hard work, and passion
Family is one of the most predominant aspects of my life. The bond of a family is one of the most beautiful things the world has to offer. A major piece that pulled me into CCM is the family mentality that everyone has, not just alongside each other, but with clients as well.
Hard work is something I learned at a young age to be crucial to success. To be in the position I am, I owe all the gratitude to my grandmother who struggled and faced numerous hardships to travel from South Korea to the United States during her early childhood. At a young age, I was able to understand what it means to “give it your all.” I strive each day to be as strong as she was.
Lastly, passion is something that should be encompassed in everything. Each day I pour my passion into my work, hobbies, and aspirations, and especially the relationships I build as I navigate through life.