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 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.