Team Member Profile

Professional Biography

Chris Fencl is an Integrated Wealth Advisor at Carlson Capital Management. As part of the Advisory Team, Chris 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, Chris 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.

Chris joins CCM with several years of experience providing holistic financial advice and wealth management with other Twin Cities-area firms. He is a graduate of the University of Northwestern in St. Paul with a Bachelor of Science in Accounting. Additionally, he holds the CERTIFIED FINANCIAL PLANNER® designation granted through the Certified Financial Planner Board of Standards. Early in his career, he gained experience supporting fellow financial advisors as part of their investments team. He then spent time in corporate finance and management consulting, growing his love for problem solving and long-term process improvement. Chris realized his desire to continue using these skills to more directly serve others and impact their future wellbeing, resulting in his return to the financial planning profession.

Chris lives in Woodbury, Minnesota, with his wife, Rachel, and their three young children. At home, he enjoys spending as much time outside with his family as possible: playing sports, biking to local parks, as well as hanging swings and rope courses on trees in their yard.