Pete Roseboom serves as a Senior Tax Advisor as part of the Carlson Capital Management team as well as with CCM Tax & Trust Administration. As part of the tax compliance team, Pete provides tax expertise and prepares client returns. In addition, Pete works closely with the CCM advisory team to deliver clients fully integrated wealth management services, lending his experience to proactive tax-related planning.
Prior to joining CCM, Pete’s professional experience included eight years in progressively responsible roles with RSM US LLP in Rochester, Minnesota—most recently as a Lead Tax Manager. Pete's experience has encompassed working in a variety of accounting and tax advice capacities serving clients. He brings 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 serving 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. Both being Rochester natives, Pete and his wife Danelle reside in Rochester, Minnesota with their two children.
The CCM Tax Team regularly posts articles of interest on tax planning topics which you can find here.