Carlson Capital Management

Integrated Wealth Management

Menu
  • Our Firm
    • Who We AreFirmly grounded in foundational values, and intensely focused on each client’s well-being, Carlson Capital Management has been redefining partnership for more than thirty years.
    • Our TeamOur approach to wealth management is to surround you with a team of experts who work together to integrate all of the key financial disciplines into one plan.
    • HistoryKey events and milestones since the founding of our firm in 1987.
    • Community CommitmentIn the same way that we value the deep and lasting partnerships we have with our clients, we place a strong value on being partners in our communities.
    • Mission StatementOur team is guided by this mission each and every day. It’s what gets us up in the morning, and sometimes keeps us awake at night.
    • Zero Alpha GroupFounded in 1995, the Zero Alpha Group community is a national network of eight independent investment advisory firms.
    • Close
  • Our Clients
    • Client ProfileOur clients are individuals, families, businesses and foundations with many varying goals and situations, but one thing in common – the need and desire for integrated solutions.
    • Fiduciary StandardsIntegrity, trust, expertise and care are hallmarks of the CCM experience. They are at the root of all we do and the essence of who we are.
    • Fee StructureOur independent, fee-based status allows us to focus on one simple thing: what is in the best interest of our client.
    • Make a ReferralThe majority of new clients come from referrals from current clients. Access information that introduces colleagues and friends to Carlson Capital Management.
    • Close
  • Our Approach
    • Foundational ValuesOur deep commitment to each client we serve is built upon foundational values like honesty, hard work, and a strong sense of personal dedication.
    • Integrated ExpertiseOur unique, integrated approach to wealth management unlocks opportunities that our clients and their families deserve.
    • Disciplined PerspectiveOur long-term perspective provides the patience, guidance and discipline required for steady growth and protection.
    • Independent InsightOur independent, fee-based structure ensures the highest levels of objectivity, integrity, and fiduciary responsibility.
    • Close
  • Services
    • Integrated Wealth ManagementOur Integrated Wealth Management approach surrounds clients with a team who apply their expertise to integrate all of the financial disciplines.
    • Carlson PortfoliosCarlson Portfolios offers a solution for clients whose situations are less complex than a traditional CCM Integrated Wealth Management client.
    • Retirement Plan ServicesComprehensive integrated retirement plan solutions.
    • Institutional Portfolio ServicesInvestment advisory and fiduciary consulting for foundations, endowments and associations.
    • Risk ManagementSome things in life are predictable, while others are random. Managing risk is as important as seeking opportunities.
    • American Center for PhilanthropyWe develop and implement a philanthropic plan that matches your desire to make a difference and leave a legacy.
    • CCM Tax & Trust AdministrationA commonly-held affiliate of CCM that provides tax return preparation services.
    • Carlson TrustProvides trust solutions for clients whose financial, family or business needs require the services of a professional fiduciary.
    • Close
  • News and Resources
    • Recommended ReadingArticles and resources to give you access to our top picks in investment education, timely industry perspectives, interesting data and financial planning insights.
    • Articles and PublicationsA library of topical publications and articles written by CCM team members specifically for our clients.
    • CCM In the NewsA collection of articles, links and press releases featuring CCM, including interviews in publications and features in national industry rankings.
    • Video LibraryShort videos that introduce you to our team, our approach and the CCM story.
    • Women’s InitiativeResources and information related to CCM’s Women’s Initiative: Promoting the Financial Empowerment of Women.
    • Introduce CCM to OthersThe majority of new clients come from referrals from current clients. Access information that introduces colleagues and friends to CCM.
    • Close
  • Contact Us
    • Request a ConversationTake the next step in learning more about our integrated wealth management services by requesting a conversation with one of our advisors.
    • Contact Our TeamEmail one of our team members directly or send a general inquiry to the firm.
    • Client Servicing ContactsFind the CCM team member who can help with your specific question or request.
    • Join a MeetingJoin your scheduled meeting with Carlson Capital Management.
    • LocationsWe always appreciate the opportunity to meet face-to-face in one of our offices or at a location convenient to you.
    • CareersLearn about employment opportunities and apply online.
    • Close
  • Request a Call
  • Client Login

Cathy Schlifer

Cathy Schlifer – Carlson Capital Management
Cathy Schlifer, SCA, CPPM
Salesforce Administrator
952.230.6703
507.645.6408 (Fax)
Email Cathy


northfield
Northfield
11 Bridge Square
Northfield, MN 55057
507.645.8887

Directions: Print | Map

hastings
Hastings
118 4th Street East
Hastings, MN 55033
651.437.2360

Directions: Print | Map

bloomington
Bloomington
1700 West 82nd St
Suite 150
Bloomington, MN 55431
952.230.6700

Directions: Print | Map

rochester
Rochester
30 3rd St SE
Suite 201
Rochester, MN 55904
507.288.9797

Directions: Print | Map

Cathy Schlifer – Carlson Capital Management
Cathy Schlifer, SCA, CPPM

Salesforce Administrator
952.230.6703
507.645.6408 (Fax)
Email Cathy

Professional Biography
Cathy Schlifer is Carlson Capital Management's Salesforce Administrator. In this role, she is responsible for ensuring the firm's database integrity, and providing oversight on database development, analysis, and administration. She is also a primary report and database insight resource, and has responsibility for designing and implementing database solutions that support strategic objectives of teams across the firm. Cathy thrives on promoting high quality client and colleague experiences.

Cathy's professional endeavors have varied, but each chapter is marked with great depth and mastery. After receiving her Bachelor of Arts in French and English from the University of Wisconsin - La Crosse, Cathy went on to earn two master’s degrees in French from the University of Kansas, Lawrence and library and information science from Dominican University. She served as a certified French-English interpreter with the United States Immigration Court, but it was her devotion to teaching and learning, and her time as a professor of French and later library and information science that sparked her future in data and Salesforce administration. For the last 18 years, Cathy has held data-driven positions of increasing responsibility, leveraging her experience to enhance her credentials as a Salesforce Certified Administrator (CSA) and Certified Professional Project Manager (CPPM). She joins CCM having most recently supported senior leadership teams at a global investment banking firm and a large integrated communications corporation as a Salesforce administrator.

While Cathy's retirement dreams include owning goats in a village in southern France, she's happy to call CCM her professional home and fill her life with animals and farming through volunteer endeavors with Animal Humane Society and Three Rivers Park District's Gale Woods Farm. She lives in Eden Prairie, Minnesota, with her 17-year-old Siamese cat, Belle, enjoys hiking, bird watching, jigsaw puzzles, playing cards, and spending time with friends.

Personal Thoughts
When I was a child, my mother told me that I could do anything I wanted. I don’t think she really meant “anything,” but that is the way I took it, so with each little fork in the road, I have reinvented myself to take on new responsibilities and to master new skills. That mindset has brought me great blessings, both personally and professionally. Especially in the last 10 years, I have become more and more aware of the great gifts that have been bestowed upon me. I am a firm believer in the thought that to whom much is given, much is also asked.

It became clear to me as I was interviewing with CCM, that here was a company that sees things the same way that I do. With wealth (whether it is monetary or spiritual), there is an expectation to give back, to pay it forward. I see this in the way my colleagues treat each other, in the Founders’ Mentality we are all encouraged to adopt, in the giving back to the community that is encouraged of us both implicitly and explicitly. I feel as if I have been led here for a reason, and I intend to manifest that in every way I can to support my colleagues and our clients.

Our Clients

Client Profile

Fiduciary Standards

Integrated Wealth Management

Carlson Portfolios

Our Firm

Our Team

News and Resources

Locations

Careers

Compliance

Important Disclosure Information

Privacy Notice

Form CRS

Form ADV Part 2A

Contact Us

Request a Conversation

Contact Our Team

952.230.6700

© 2023 Carlson Capital Management, LLC, d/b/a Carlson Capital Management.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.