Chrissy John serves as a Paraplanner at Carlson Capital Management. In this role, she works closely with the firm’s wealth advisors, collaborating throughout the planning process to deliver comprehensive financial plans to clients. She is responsible for collecting, tracking and monitoring related data, preparing presentation materials and assisting with portfolio management. Chrissy also facilitates client-advisor communications and works proactively to monitor and complete client-related servicing activities. In addition, she is responsible for a strong working knowledge of and leveraging of firm technology to best serve clients.
Chrissy is a graduate of Winona State University where she majored in Business Administration with a minor in Marketing. She joined CCM with more than ten years of administrative and office management experience. In her free time, Chrissy enjoys spending time with her family on walks, bike rides, and trips to the local pool. She also always looks forward to the family’s annual trip to the Minnesota State Fair. Chrissy was raised in Cannon Falls, Minnesota, and has returned there with her family. She now lives with her husband, Doug, and their three children on the same street she grew up on.
“Your work is going to fill a large part of your life, and the only way to be truly satisfied is to do what you believe is great work. And the only way to do great work is to love what you do.”
This quote by Steve Jobs speaks to my heart and captures the essence of what motivates me to do my best work. Surrounding myself with people who care about what they are doing and the people they are doing it for drives me and inspires me. I love coming to work every single day because I get to be part of something I find rewarding and satisfying. The fact that all of our clients are so friendly and appreciative is just the icing on the cake!