Carlson Capital Management

Integrated Wealth Management

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  • Our Firm
    • Our FirmFirmly grounded in foundational values, and intensely focused on each client’s well-being, Carlson Capital Management has been redefining partnership for more than 35 years.
    • Our TeamOur approach to wealth management is to surround you with a team of professionals who leverage their expertise and work together to integrate all of the key financial disciplines into one plan.
    • Community CommitmentIn the same way that we value the deep and lasting partnerships we have with our clients, we place a strong value on being partners in our communities.
    • Fiduciary StandardsIntegrity, trust, expertise and care are hallmarks of the CCM experience. They are at the root of all we do and the essence of who we are.
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    • Client ProfileOur clients are individuals, families, businesses and foundations with many varying goals and situations, but one thing in common – the need and desire for integrated solutions.
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  • Services
    • Integrated Wealth ManagementOur Integrated Wealth Management approach surrounds clients with a team who apply their expertise to integrate all of the financial disciplines.
    • Carlson PortfoliosCarlson Portfolios offers a solution for clients whose situations are less complex than a traditional CCM Integrated Wealth Management client.
    • Retirement Plan ServicesComprehensive integrated retirement plan solutions.
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    • Locations & DirectorySee our locations and the various ways to contact us.
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Team Member Profile

Lynall Malecha - Carlson Capital Management

Lynall Malecha

Senior Client Servicing Representative

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507.321.4000

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Professional Biography

As a Senior Client Servicing Representative for Carlson Capital Management, Lynall Malecha serves both new and current clients with all aspects of account management including activities such as account openings, fund transfers, online access, and many other key account servicing needs. In addition, Lynall provides office management and client hospitality and works with the firm’s advisors by handling central administrative and servicing functions. She also serves as a lead within the firm’s team of client servicing representatives, establishing and ensuring high standards of care for CCM’s clients and providing leadership, training, and work direction.

Lynall joined CCM with more than 15 years of experience in commercial insurance, including client and policy servicing as an account manager. She enjoys spending time with her family, reading, and gardening. Lynall is a Northfield, Minnesota native, and lives in the country outside of town with her husband Mike, where they raised their two daughters.

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Personal Thoughts

I consider myself very fortunate to have a job that excites and energizes me. When I walk through the doors of CCM in the morning, I know that I am walking into an atmosphere where we are all dedicated to serving our clients. I have found that our clients here are unlike any others I have encountered in previous companies I’ve worked for. They are kind, genuine, and caring, and also invest the time into getting to know the colleagues of our firm. Some of my favorite days at work have been when I’ve had clients sitting at my desk sharing updates about their families or their plans for winter vacations. I am grateful for the opportunity to deepen relationships with our clients while helping them build a financially secure future.

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