Carlson Capital Management

Integrated Wealth Management

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    • 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.
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    • 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.
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    • 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.
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Team Member Profile

Jackie Finkbeiner - Carlson Capital Management

Jackie Finkbeiner, PHR®

Director of Human Capital

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952.252.3919

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Professional Biography

Jackie Finkbeiner is the Director of Human Capital at Carlson Capital Management. In this role, Jackie is relied upon for establishing and executing all human capital functions, including overseeing recruitment and retention, talent management, HR technology platforms, total rewards administration, compliance, and learning and development. Jackie derives her energy and passion from relationship building and is dedicated to sustaining the firm’s culture of care for all colleagues.

A Michigan native, Jackie is a proud alum of Northern Michigan University. Jackie has held multiple progressively responsible HR roles, and came to CCM with a strong background in organizational development. Jackie is a member of the Society for Human Resources Management (SHRM) and holds the Professional in Human Resources® (PHR®) certification, serving as evidence of her commitment to the highest standards in the industry and continuing education.

Jackie and her husband, Bradley, live in Minneapolis with their daughter. In her free time, she enjoys staying active outdoors, traveling, and attending concerts.

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