Team Member Profile

Professional Biography

Connor Misch is an Advisory Experience Analyst at Carlson Capital Management. In this role, Connor works closely with the firm’s Director of Financial Planning and Director of Operational Experience to support a high quality client experience. Leveraging his skills in financial planning and aptitude for operations, Connor provides data and insights to support the continuous improvement of CCM’s integrated wealth management services.

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 and the Chartered Financial Consultant® (ChFC®) designation from The American College of Financial Services.

Connor hails from Arcadia, Wisconsin, and now lives in Rochester, Minnesota, with his wife, McKenna. 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.

Personal Thoughts

Helping people achieve their financial goals is both important and gratifying. Understanding that has given me tremendous pride to be working within this industry and appreciate the high level of service and care CCM offers in this endeavor.