Senior Integrated Wealth Advisor
Judd Lohmann is a Senior Integrated Wealth Advisor at Carlson Capital Management. As a Senior Advisor, Judd partners with clients and their families providing the firm's fully integrated wealth management experience including investment management, retirement modeling, estate, philanthropic, and educational planning and all other aspects of general financial planning and client care. In this role, Judd also connects clients with the firm's specialists for overall portfolio management as well as direct access to expertise in areas such as tax planning and insurance analysis. In addition, Judd is a member of the firm's investment committee, helping to advise on investment practices and strategies.
After graduating from St. Olaf College in 1980 with a Bachelor of Arts degree in Economics, Judd went on to receive his MBA from the Carlson School of Management at the University of Minnesota with a concentration in Finance. He began his career at Honeywell in Minneapolis, where for three years he conducted capital planning and investment analysis. For the following twenty-one years Judd was employed by IDS/American Express Financial Advisors/Ameriprise, serving in a financial leadership capacity in several areas: in the Real Estate Department he was the principal financial analyst for the new corporate office center; in the Advisor Technology Department he led the financial analyst team that helped redesign the sales tools and processes, and in the Treasury Department he was responsible for investor and rating agency relationships and preparation/coordination of monthly meetings of the corporate Balance Sheet Management Committee.
Judd has been involved with and supported various organizations including Habitat for Humanity, Over and Back, the Boy Scouts of America, a Circle of Service volunteer group, and Emmaus Church of Northfield, Minnesota. He and his wife Susan enjoy living in Northfield, where they have raised their three children.
The concept of integration is an important one for me, and has become more so throughout my life. I want my life to be integrated, to have the pieces fit well and make sense together. And the word integration shares a common root with another word that is significant to me. This word is integrity, and for me personally it means being the same person wherever I am and whoever I am with – living as a person of integrity.
I believe these principles can carry over into the financial component of one’s life. A financial plan is optimized when it is well aligned and integrated with one’s goals and intended legacy. It is essential that our clients feel secure knowing that, not only is there a plan in place, but also that this plan is being prudently monitored and managed to ensure that their goals and legacy are consistent with their intentions. It is our job to listen carefully to your goals, help establish a course that provides the best means to set it in motion, and then to work with you to stay on the established course or respond appropriately to life changes.
Judd and other members of the CCM Advisory Team regularly post articles of interest on financial planning which you can find here.