Katy Vermeer is an Senior Integrated Wealth Advisor at Carlson Capital Management. In this role, Katy is responsible for all aspects of client relationship and investment portfolio management. She serves clients by recommending, implementing and coordinating integrated wealth management services, including investment management, retirement modeling, educational planning, estate and philanthropic planning other general financial planning.
Katy joined CCM with more than thirty 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.