Team Member Profile
Hallie Olson serves as a Client Servicing Representative for Carlson Capital Management. Hallie is a welcoming colleague you will see when you visit our Northfield 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. Hallie is also a primary contact for account openings, fund transfers, and other client account servicing needs. In addition, she works with the Northfield advisory team and specialists by handling key administrative functions.
Hallie is a graduate of Bethel University where she received her Bachelor of Arts in biblical and theological studies. While attending college, Hallie put her leadership skills to great use in roles as a resident assistant, orientation leader, and volunteer with various youth groups. She has a strong background in providing exceptional customer service, maintaining an organized environment, and contributing to an uplifting culture that promotes collaboration. After joining CCM, she went on to earn her Financial Paraplanner Qualified Professional™ (FPQP®) designation from the College for Financial Planning® to deepen her knowledge of the financial services field.
Hallie is from Trimont, Minnesota, a small town in the southwestern part of the state. She now calls Northfield home. Hallie enjoys spending the weekend with her family, watching her younger brothers compete in various sports, and spending quality time with her closest friends.
Growing up, I attended youth group every Wednesday. Through that experience, my youth pastor taught me how to care for others regardless of their similarities and differences. From my interview to my current day here at CCM, I consistently see our team demonstrate care for others. It is such a privilege to work in an environment where you know those around you love what they do and care for those around them. Working at CCM gives me the opportunity to have colleagues and friends all in one.
“Trees grow where they’re planted; people grow where they’re loved and accepted.” -Bob Goff