Carlson Capital Management

Integrated Wealth Management

Menu
  • Our Firm
    • Our FirmFirmly grounded in foundational values, and intensely focused on each client’s well-being, Carlson Capital Management has been redefining partnership for more than 35 years.
    • Our TeamOur approach to wealth management is to surround you with a team of professionals who leverage their expertise and work together to integrate all of the key financial disciplines into one plan.
    • Community CommitmentIn the same way that we value the deep and lasting partnerships we have with our clients, we place a strong value on being partners in our communities.
    • Fiduciary StandardsIntegrity, trust, expertise and care are hallmarks of the CCM experience. They are at the root of all we do and the essence of who we are.
    • Fee StructureOur independent, fee-based status allows us to focus on one simple thing: what is in the best interest of our client.
    • CareersLearn about employment opportunities and apply online.
    • Close
  • Our Clients
    • Client ProfileOur clients are individuals, families, businesses and foundations with many varying goals and situations, but one thing in common – the need and desire for integrated solutions.
    • Women’s InitiativeResources and information related to CCM’s Women’s Initiative: Promoting the Financial Empowerment of Women.
    • Make a ReferralThe majority of new clients come from referrals from current clients. Access information that introduces colleagues and friends to Carlson Capital Management.
    • Close
  • Our Approach
  • Services
    • Integrated Wealth ManagementOur Integrated Wealth Management approach surrounds clients with a team who apply their expertise to integrate all of the financial disciplines.
    • Carlson PortfoliosCarlson Portfolios offers a solution for clients whose situations are less complex than a traditional CCM Integrated Wealth Management client.
    • Retirement Plan ServicesComprehensive integrated retirement plan solutions.
    • Institutional Portfolio ServicesInvestment advisory and fiduciary consulting for foundations, endowments and associations.
    • Close
  • News
  • Contact Us
    • Locations & DirectorySee our locations and the various ways to contact us.
    • Request a ConversationTake the next step in learning more about our integrated wealth management services by requesting a conversation with one of our advisors.
    • Contact Our TeamEmail one of our team members directly or send a general inquiry to the firm.
    • Client Servicing ContactsFind the CCM team member who can help with your specific question or request.
    • Join a Meeting With CCMJoin your scheduled meeting with Carlson Capital Management.
    • Close
  • Request a Call
  • Client Login

Team Member Profile

Gresina Cole - Carlson Capital Management

Gresina Cole, FPQP®

Client Servicing Representative and ACP Administrator

icon

507.321.4032

icon

Email Gresina

icon

Professional Biography

Gresina Cole is a Client Servicing Representative for Carlson Capital Management and Administrator for the American Center for Philanthropy, an independent nonprofit that offers donor advised funds and administers charitable grant requests on behalf of its donors. In her role, she serves as the primary point of contact for questions related to creating a fund, and submitting and processing grant requests. Gresina is also one of the welcoming colleagues you will see when you visit our Northfield office. As part of the client servicing team, she works on account openings, updates, fund transfers, and other key account-related requests. In addition, she works with the Advisory Team and specialists by handling key administrative functions and preparing materials for client presentations.

Gresina has more than 20 years of client service and office management experience, much of which was spent working at a regional insurance agency, and holds the Financial Paraplanner Qualified Professional™ (FPQP®) designation from the College for Financial Planning®. She enjoys cultivating an organized and service-oriented office and collaborating with others to deliver a high-quality experience for clients and colleagues.

Gresina is a Northfield, Minnesota, native who further established her roots there after pursuing her post-secondary education in Duluth. Outside of CCM, Gresina shares her life with her husband, Patrick, and their two children. Gresina enjoys spending time outdoors, boating, and camping. Together with her family, she participates in several classic car cruises throughout the summer in various communities.

icon

Personal Thoughts

“Gratitude can transform common days into thanksgivings, turn routine jobs into joy, and change ordinary opportunities into blessings.” 

—William Arthur Ward 

I am so grateful to be a part of the CCM team and experience the wonderful culture. It feels like a family for colleagues and clients alike! 

Our Clients

Client Profile

Fiduciary Standards

Integrated Wealth Management

Carlson Portfolios

Our Firm

Our Team

News

Locations

Careers

Compliance

Important Disclosure Information

Privacy Notice

Form CRS

Form ADV Part 2A

Contact Us

Request a Conversation

Contact Our Team

952.230.6700

© 2023 Carlson Capital Management, LLC, d/b/a Carlson Capital Management.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.