Lane Christensen is a Paraplanner at Carlson Capital Management. In this role, Lane 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. Lane also facilitates client-advisor communications and works proactively to monitor and complete client-related servicing activities. In addition, he is responsible for holding a strong working knowledge of and leveraging of firm technology to best serve clients.
Lane graduated magna cum laude from the University of Wisconsin - Eau Claire, where he earned a Bachelor of Business Administration degree in accountancy and finance. Lane was an active participant in the University's student-managed investment fund, where he served as vice president of the communication services sector and performed equity research for the endowment fund. Prior to joining the Carlson Capital Management team, Lane worked as a financial analyst intern for Jack Link's and the Jacob Leinenkugel Brewing Company, supporting the development of numerous policies and reports and analyzing data to ensure accurate records and consistent processes.
Lane is a native of Amery, Wisconsin, but now resides in New Richmond, Wisconsin. He enjoys nearly any outdoor activity, but spends much of his time playing golf, hiking, hunting, and fishing with friends and family. In his free time he also enjoys volunteering as a coach and camp instructor for the Amery Youth Baseball program.
My family has an impressive track record of careers in helping others. My father is a police officer, my mother worked in emergency services, my brother is a firefighter/paramedic, and my sister-in-law is a police officer. With this backdrop, it's not surprising that from a very young age, a passion to care for others has been instilled in me.
For me, financial planning is my avenue to make a difference in the lives of others. In my short time at CCM, I've developed genuine relationships of mutual respect that go well behind the topics of finances and investments. It's an honor to engage with clients about their life goals and personal aspirations, and I've learned that there is no greater feeling than earning a client's trust and giving them peace of mind that their financial matters are in the best hands possible.