Integrated Wealth Advisor
Pete Roseboom serves as an Integrated Wealth Advisor at Carlson Capital Management. As part of the Advisory Team, Pete 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, Pete 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.
Pete’s professional experience includes more than 10 years in a variety of accounting and tax advice capacities serving clients, including extensive experience assisting affluent clients and middle market businesses with their tax compliance and planning needs. Pete is a Certified Public Accountant (CPA) and a member of the American Institute of Certified Public Accountants as well as the Minnesota Society of Certified Public Accountants.
Pete is a graduate of Saint Mary’s University of Minnesota, where he earned a Bachelor of Science in accounting. Outside of work, he enjoys golfing, hunting, and spending time with family. Pete is active in the community as a board member for Bear Creek Services of Rochester, an organization that provides personalized community life experiences for individuals with developmental disabilities and brain injuries, and also as the current treasurer of the Rochester Community and Technical College Foundation. Both being Rochester natives, Pete and his wife Danelle reside in Rochester, Minnesota, with their two children.