Justin Roach is a Paraplanner at Carlson Capital Management. In this role, Justin works closely with the firm’s wealth advisors, collaborating throughout the planning process to deliver comprehensive financial plans to clients. He is responsible for collecting, tracking, and monitoring related data, preparing presentation materials, and assisting with portfolio management. Justin also facilitates client-advisor communications and works proactively to monitor and complete client-related servicing activities. In addition, he is responsible for a strong working knowledge of and leveraging of firm technology to best serve clients.
Justin graduated from Texas Tech University with a Bachelor of Science degree in personal financial planning. His interest in a financial planning career was solidified while serving as a volunteer financial coach on campus and an intern with a Twin Cities based RIA firm.
A New Mexico native, Justin has quickly acclimated to Minnesota winters and claims to thoroughly enjoy them. He and his wife Samantha live in Minneapolis. In his free time, Justin enjoys exploring the Twin Cities, discovering new breweries and restaurants, outdoor activities (hiking, cycling, swimming, running, and more), watching movies, and spending quality time with friends and family.