Colton Higgins is a Paraplanner at Carlson Capital Management. In this role, Colton 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. Colton also facilitates client-advisor communications and works proactively to monitor and complete client-related servicing activities. In addition he is responsible for a strong working knowledge of and leveraging of firm technology to best serve clients.
Colton graduated from Winona State University where he earned Bachelor of Science degrees in Finance and Marketing. During college, Colton served as Chairman of the Dean’s Advisory Board for the College of Business. He was also a member of Delta Sigma Pi, a professional business fraternity, where he was the president. Prior to joining the CCM Team, Colton worked with a large cloud-based software provider in the Twin Cities. Hockey has been part of Colton’s life since he was a kid, and he now enjoys refereeing at all levels from youth to college. In the summer months, he enjoys being with family and friends, playing softball and spending time outdoors at the lake. Colton grew up in Fairmont, Minnesota and now resides in St. Paul.
Vince Lombardi once said “Individual commitment to a group effort—that is what makes a team work, a company work, a society work, a civilization work.” This quote resonates deeply with me as I have spent the majority of my life playing for and now working as a team. In an industry where there are many variables and infinite details to consider, I find great joy in the ability to discuss, collaborate, and ultimately make decisions in an atmosphere centered on teamwork. I’m thankful to be part of the Carlson Capital Management team and I know that through our teamwork, it is possible for us to deliver a successful, holistic, and integrated approach to wealth management.