Team Member Profile

Professional Biography

Jake Edin is a Tax Advisor at Carlson Capital Management and with CCM Tax & Trust Administration, a commonly-held affiliate of Carlson Capital Management. As a Tax Advisor, Jake works closely with the Advisory Team to deliver clients fully integrated wealth management services, lending his experience to proactive tax-related planning. As a member of the Tax Team, Jake has responsibility for the preparation and review of individual, trust, and passthrough tax returns and tax projections. He also serves as a tax resource, collaboratively with other advisors, to develop customized recommendations for clients.

Jake graduated cum laude from the University of Wisconsin – Eau Claire where he earned his Bachelor of Business Administration degree and majored in accounting and finance. Jake spent the first few years of his professional career working for a large accounting and consulting firm where he held responsibilities as an individual contributor and supervisor for the preparation of tax returns for individuals, trusts, and entities. During this time, he was frequently tapped as a leader to support the onboarding and professional development of new colleagues and was commended for his commitment to client service and timely communication. Jake is a Certified Public Accountant and a member of the Minnesota Society of CPAs. He also holds the holds the CERTIFIED FINANCIAL PLANNER^® designation granted through the Certified Financial Planner Board of Standards.

Jake grew up in Amery, Wisconsin, but currently resides in Northfield, Minnesota. In the summer, Jake likes spending time golfing, on the lake, and at the cabin with family and friends. In the winter, he enjoys skiing, though he’s partial to the slopes of Colorado. No matter the time of year, you can find Jake rooting for the Vikings and Wild and volunteering at Feed My Starving Children.

Personal Thoughts

After receiving a few paychecks from my first jobs as a grounds crew member at a golf course and concrete laborer, I began to learn the true value of a dollar. I discovered a passion for personal finance and the many ways to build generational wealth. While I can’t convince my family and friends to have the same passion, I strive to share with them the importance of gaining knowledge of their personal finances to help set them up for a better future. I am eager share this passion with our clients to support them in achieving their financial goals and dreams.