Paraplanner 507.206.2811 507.645.6408 (Fax) Email Colin
Professional Biography Colin Duncan is a Paraplanner at Carlson Capital Management. In this role, Colin works closely with the firm's wealth advisors, collaborating throughout the planning process to deliver comprehensive financial plans to clients. He is responsible for collecting, tracking, and monitoring related data, preparing presentation materials, and assisting with portfolio management. Colin also facilitates client-advisor communications and works proactively to monitor and complete client-related servicing activities. In addition, he is responsible for leveraging firm technology to best serve clients.
Colin is a graduate of Minnesota State University, Mankato with a Bachelor of Science degree in finance. He is a forward-thinking leader who has been long-preparing for a career in the financial service industry, obtaining certification in a leading financial planning platform, eMoney, and developing and launching a financial literacy podcast alongside faculty and students at MSU. In addition, Colin joins CCM with an array of work experiences that showcase his commitment to developing meaningful relationships and ensuring a high-quality client experience.
Colin is from Rochester, Minnesota, and currently resides in Owatonna. He enjoys spending time in the outdoors, especially hiking in northern Minnesota, and is an active volunteer with A Litter Bit Better.
Personal Thoughts
"Give back to the community" is a lesson my parents taught me at a young age. Even as a child, community service and volunteer work were important to me. As I grew, I wanted to continue to help others in any way I could. In elementary school, I started doing yearly trash clean up in my neighborhood; in middle school and high school, I dedicated two weeks every summer to volunteer around the state from daycare work to packaging meals at Feed My Starving Children. And in college, I worked with faculty and students to create an informational podcast aimed at giving college students a better understanding of their personal finances. Now as a graduate and colleague at CCM, I hope to help clients and colleagues alike and continue to give back to my community in any way I can.
“To leave the world a bit better, whether by a healthy child, a garden patch, or a redeemed social condition; to know that even one life has breathed easier because you have lived—that is to have succeeded.”- Ralph Waldo Emerson
