Kelsey Johnson serves as a Client Servicing Representative for Carlson Capital Management. Kelsey is the welcoming colleague you will see when you visit our office in Rochester and is also one of the voices you may hear when you call into the firm. She is responsible for office management, hospitality, scheduling meetings and preparing materials for client presentations. Kelsey also is a primary contact for account openings, fund transfers and other client account servicing needs. In addition, she works with the Rochester advisory team and specialists by handling key administrative functions.
Kelsey is a 2008 graduate of the University of St. Thomas where she majored in Business Communications. Kelsey joins CCM with client service experience--having worked most recently as a client associate with another financial services firm. Kelsey was born and raised in Rochester and enjoys working on her home, hiking with her dog, camping, and spending time with friends and family. She is also an avid explorer--enjoying travel at every opportunity. Kelsey resides in Rochester, Minnesota with her husband, Erik and their son.
I played soccer from when I could first run, beginning with my three brothers in our backyard, continuing through grade school, then playing during my college years as well. I enjoyed the sport, the hard work and dedication that lead to positive results—but I what loved the most was the connection I made with my siblings then teammates, and the relationships I built with coaches and parents. I never really sought to be the one scoring the goal, having the glory, but instead I wanted to defend my goalie, and support my friends.
This is what I love about my work at CCM – the relationships with our clients, knowing their families, their wishes, supporting their lifelong work, and assisting them in accomplishing their goals.