Carlson Capital Management

Integrated Wealth Management

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  • Our Firm
    • Who We AreFirmly grounded in foundational values, and intensely focused on each client’s well-being, Carlson Capital Management has been redefining partnership for more than thirty years.
    • Our TeamOur approach to wealth management is to surround you with a team of experts who work together to integrate all of the key financial disciplines into one plan.
    • HistoryKey events and milestones since the founding of our firm in 1987.
    • 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.
    • Mission StatementOur team is guided by this mission each and every day. It’s what gets us up in the morning, and sometimes keeps us awake at night.
    • Zero Alpha GroupFounded in 1995, the Zero Alpha Group community is a national network of eight independent investment advisory firms.
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  • 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.
    • 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.
    • Make a ReferralThe majority of new clients come from referrals from current clients. Access information that introduces colleagues and friends to Carlson Capital Management.
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  • Our Approach
    • Foundational ValuesOur deep commitment to each client we serve is built upon foundational values like honesty, hard work, and a strong sense of personal dedication.
    • Integrated ExpertiseOur unique, integrated approach to wealth management unlocks opportunities that our clients and their families deserve.
    • Disciplined PerspectiveOur long-term perspective provides the patience, guidance and discipline required for steady growth and protection.
    • Independent InsightOur independent, fee-based structure ensures the highest levels of objectivity, integrity, and fiduciary responsibility.
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  • 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.
    • Risk ManagementSome things in life are predictable, while others are random. Managing risk is as important as seeking opportunities.
    • American Center for PhilanthropyWe develop and implement a philanthropic plan that matches your desire to make a difference and leave a legacy.
    • CCM Tax & Trust AdministrationA commonly-held affiliate of CCM that provides tax return preparation services.
    • Carlson TrustProvides trust solutions for clients whose financial, family or business needs require the services of a professional fiduciary.
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  • News and Resources
    • Recommended ReadingArticles and resources to give you access to our top picks in investment education, timely industry perspectives, interesting data and financial planning insights.
    • Articles and PublicationsA library of topical publications and articles written by CCM team members specifically for our clients.
    • CCM In the NewsA collection of articles, links and press releases featuring CCM, including interviews in publications and features in national industry rankings.
    • Video LibraryShort videos that introduce you to our team, our approach and the CCM story.
    • Women’s InitiativeResources and information related to CCM’s Women’s Initiative: Promoting the Financial Empowerment of Women.
    • Introduce CCM to OthersThe majority of new clients come from referrals from current clients. Access information that introduces colleagues and friends to CCM.
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  • 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 MeetingJoin your scheduled meeting with Carlson Capital Management.
    • LocationsWe always appreciate the opportunity to meet face-to-face in one of our offices or at a location convenient to you.
    • CareersLearn about employment opportunities and apply online.
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Haley Jochum

Haley Jochum – Carlson Capital Management
Haley Jochum, FPQP®
Client Servicing Representative
507.206.2800
507.206.2811 (Fax)
Email Haley


northfield
Northfield
11 Bridge Square
Northfield, MN 55057
507.645.8887

Directions: Print | Map

hastings
Hastings
118 4th Street East
Hastings, MN 55033
651.437.2360

Directions: Print | Map

bloomington
Bloomington
1700 West 82nd St
Suite 150
Bloomington, MN 55431
952.230.6700

Directions: Print | Map

rochester
Rochester
30 3rd St SE
Suite 201
Rochester, MN 55904
507.288.9797

Directions: Print | Map

Haley Jochum – Carlson Capital Management
Haley Jochum, FPQP®

Client Servicing Representative
507.206.2800
507.206.2811 (Fax)
Email Haley

Professional Biography
Haley Jochum serves as a Client Servicing Representative for Carlson Capital Management. Haley is the welcoming colleague you will see when you visit our Rochester office and one of the voices you may hear when you call into the firm. She is responsible for office management, hospitality, scheduling meetings, and preparing materials for client presentations. Haley is also a primary contact for account openings, fund transfers, and other client account servicing needs. In addition, she works with the Rochester advisory team and specialists by handling key administrative functions.

Haley is a graduate of Minnesota State University in Mankato, Minnesota, where she earned a Bachelor of Science degree in sport management. After joining CCM, she went on to earn her Financial Paraplanner Qualified Professional™ (FPQP®) designation from the College for Financial Planning® in order to deepen her knowledge of the financial services field. She has a breadth of work experiences that include working as a marketing and promotions intern for the Mankato State athletic department and spent summers as an event operations intern with the Rochester Amateur Sports Commission. In addition, she worked in the bakery at Hy-Vee for six years, at both Mankato and Rochester locations.

Haley enjoys being active in the community. Over the years she has volunteered with many local organizations such as Rochester youth sports, the United Way, and Gillette Children's Specialty Healthcare. Haley currently volunteers with Girls on the Run. In her free time, Haley enjoys playing and coaching softball, playing volleyball, and spending time with friends and family. She also teaches both competitive and recreational classes at a dance studio in Rochester. Haley grew up in Rochester, Minnesota, and is happy to have returned there after college.

Personal Thoughts
“Teamwork is the ability to work together toward a common vision. The ability to direct individual accomplishments toward organizational objectives. It is the fuel that allows common people to attain uncommon results.” - Andrew Carnegie 

As someone who grew up as an athlete, teamwork has always played an important part of my life. From childhood sports, to a collection of internships throughout college, I have always valued being a part of a team. My studies of sport management in college allowed me to examine the inner workings of why some teams are so successful; it boils down to the team’s commitment to one another and a common goal.

Working at CCM, I get to see that same commitment every day through the care our clients and colleagues receive from our knowledgeable, dedicated, and supportive team. The commitment each colleague of CCM gives to our clients, one another, and our vision, is the reason I feel so fortunate to be part of such a great team.

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