Team Member Profile
Katy Vermeer is a Senior Integrated Wealth Advisor at Carlson Capital Management. Leveraging her deep financial planning experience and passion for mentorship, Katy partners with colleagues to provide clients and their families with the firm’s fully integrated wealth management experience, all the while modeling her commitment to building meaningful relationships and extending exceptional client care.
Katy joined CCM with more than 30 years of experience in financial services, including nearly a decade of serving clients by advising on all aspects of wealth management. Prior professional roles include leading business development initiatives, portfolio management, product management, and marketing. Katy worked most recently as Director of the Wealth Strategies Group with a firm in the Twin Cities. In addition to serving as a wealth advisor for clients and their families, Katy was instrumental in implementing a wealth planning platform, deepening the discovery process for firm clients, leading wealth planning workshops, and contributing to the firm’s client education communications.
Katy holds a Bachelor of Arts degree in psychology and business from DePauw University. Katy has also attained the Certified Financial Planner™ designation granted through the Certified Financial Planner Board of Standards.
When not at work, Katy enjoys being active outdoors. She loves using the lakes and parks of Minneapolis any time of the year. She and her husband, Kerry, live in Southwest Minneapolis. They have three grown children.
Doing well and doing good are both really important to me. This message related to excellence and responsibility is one that has always resonated with me and I work to incorporate it into my daily living, both at work and at home. At CCM when I am doing well for our clients I know that I am positively affecting their lives. By encouraging them to be purposeful about their wealth, I am hopeful that good happens, whether that is with the resources they use for themselves, their families or for the community.
Featured Video and Quote
"For me, it is a real privilege to walk alongside families who entrust their financial future to me and to my colleagues at CCM. I never take that for granted."