Connor Misch is a Paraplanner at Carlson Capital Management. In this role, Connor 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. Connor also facilitates client-advisor communications and works proactively to monitor and complete client-related servicing activities. In addition, he is responsible for holding a strong working knowledge of and leveraging of firm technology to best serve clients.
Connor is a graduate of the University of Wisconsin – Eau Claire and holds a Bachelor of Science degree in actuarial science. Prior to joining Carlson Capital Management, Connor worked for a nationwide business insurance provider where he leveraged data to optimize processes and operations and served as a liaison between business partners and technical staff. He is a skilled data analyst and a communicator who enjoys translating data and technical information for everyday consumption. Connor holds the Certified Financial Planner™ designation granted through the Certified Financial Planner Board of Standards.
Connor hails from Arcadia, Wisconsin, and now lives in Rochester, Minnesota. He holds the prestigious rank of Eagle Scout through the Boy Scouts of America and is active in the community. He has spent time serving as a committee member of Young Professionals of Owatonna and is former treasurer and secretary of a local chapter of Toastmasters. In is free time, he enjoys spending time on the golf course, reading, playing board games, and curling.