Chief Wealth Advisor
As Chief Wealth Advisor at Carlson Capital Management, John is responsible for all CCM advisory functions, business development initiatives and for the talent management of advisory team members. In this role, he leads the firm's strategic, operational, and tactical activities related to the overall wealth management experience for clients, ensuring that delivery of CCM’s client experience is aligned with the mission and vision of the firm. In addition, as a member of the senior management team, John works closely with the President and the Board on the development of the firm's annual and long-term strategic plans.
John brings more than 25 years of experience in the financial services industry to his position at CCM. He began his career with Charles Schwab & Co. at the St. Paul, Minnesota, branch, and held roles with progressive responsibility leading to his position as Vice President and Branch Manager which he held for eight years. In that role, John worked directly with clients and their families on all aspects of wealth management, while leading successful teams of advisors. His business development acumen earned him the Chairman’s Club Platinum Award. While at Schwab, John led the efforts to open and manage the offices in St. Paul as well as Rochester, Minnesota, and Sioux Falls, South Dakota. John then transitioned to serving clients with trust administration and portfolio management. From there, John served in a Senior Vice President and Managing Director role, where he spent six years serving clients and leading the Trust Fiduciary teams for the Minneapolis St. Paul markets of a large national banking institution. His professional experience includes working with clients on all aspects of wealth management and financial planning, and managing teams of financial professionals in their service to clients.
John grew up in Scandia, Minnesota, and graduated from St. Cloud State University with a Bachelor's degree in Finance. He holds the Certified Financial Planner™ designation granted through the Certified Financial Planner Board of Standards, as well as the Certified Trust Financial Advisor and Chartered Advisor in Philanthropy credentials.
John's involvement in the community has included active engagement with the YMCA-Twin Cities, Northeast branch where he served on the board for a number of years and continues on as a legacy board member. When not at work, John enjoys family time at the cabin near the Brainerd lakes area, as well as hunting and fishing. John and his wife, Krista, live in Mahtomedi and have two daughters.