Integrated Wealth Advisor
Kim Diemer serves as an Integrated Wealth Advisor at Carlson Capital Management. As part of the advisory team, Kim partners with clients and their families, providing the firm's fully integrated wealth management experience including investment management, retirement modeling, estate and educational planning, and all other aspects of general financial planning and client care. In this role, Kim 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.
Kim holds a Bachelor of Arts degree from Tulane University. During her time at Tulane, she served as a student government representative and was President of the Women’s Ultimate Frisbee team. Following college, Kim served for a year as an AmeriCorps Fellow in New Orleans, Louisiana. She then went on to earn a Master of Science Degree in Personal Financial Planning from Texas Tech University, where she was Vice President of Red to Black Peer Financial Coaching, a group that provided one-on-one financial coaching for other students. Kim holds the Certified Financial Planner™ certification granted through the Certified Financial Planner Board of Standards.
Kim joins CCM with experience as a financial planning intern with a Twin Cities wealth advisory firm, and three years’ experience working as an office manager for the Public Defender’s Office in New Orleans. In her free time, Kim likes to explore running trails and restaurants in the Twin Cities and spend time with friends and family. Kim is originally from Grand Junction, Colorado, and now resides in South Minneapolis.
Pull out a $20 from your wallet. You don't have to look at the number to know what denomination it is, with the familiar face of Andrew Jackson on the front. When you look at details of his face, you see a furrowed brow, a slightly dropped chin, unconstrained hair, and eyes looking toward the future. Cold, hard cash seems to soften in the hand when you contemplate the expressions of a man at the center of conflict and hopes of someone who led a nation.
I find that for the vast majority of people, wealth is not about the number on the bill or the size of the number on the statement. Achieving financial success is about the same concerns of the face on that bill. Having financial success represents hopes that are unique to each person -- it could mean quality time with loved ones, a comfortable life, exploration through travel, or joy in generosity.
As a daughter of two perpetual volunteers, my greatest satisfaction is when I can create a positive impact on the lives of others. Through building trusting relationships, I am committed to helping achieve well-being in whatever form that takes for our clients.