Team Member Profile
Lisa Carlson serves as a Client Servicing Representative for Carlson Capital Management. A welcoming colleague you will see when you visit our Bloomington oﬀice and 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. Lisa is also a primary contact for account openings, fund transfers, and other client account servicing needs. In addition, she works with the Bloomington advisory team and specialists by handling key administrative functions.
After working in Human Resources in varied fields of healthcare, education, and benefits, Lisa specialized in retirement client services. She has worked in defined contribution and defined benefit plan administration and has over 12 years’ experience in the industry. In her most recent role, she provided support to Minnesota teachers looking to learn about and to initiate retirement and pension benefits.
Lisa earned her Bachelor of Arts degree from Macalester College. Outside of the oﬀice she enjoys going on hiking excursions around the Twin Cities and state with her Minnesota Rovers outdoors group, cooking, reading, and spending time with family.