Team Member Profile

Evan Laleman is a Paraplanner at Carlson Capital Management. In this role, he works closely with the firm’s wealth advisors, collaborating throughout the planning process to deliver comprehensive financial plans to clients. Evan is responsible for collecting, tracking, and monitoring related data, preparing presentation materials, and assisting with portfolio management. He 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.

Evan is a solution-oriented relationship builder who joins CCM with two years of previous experience at a wealth advisory firm. He is a graduate of the University of St. Thomas, where he majored in Financial Management.

Evan hails from Savage, Minnesota, and currently lives in Minneapolis. At home, he spends time playing volleyball, golfing, watching movies, and planning his next adventure out of the country.