Selene Serkland is a Paraplanner at Carlson Capital Management. In this role, Selene works closely with the firm’s wealth advisors, collaborating throughout the planning process to deliver comprehensive financial plans to clients. She is responsible for collecting, tracking, and monitoring related data, preparing presentation materials, and assisting with portfolio management. Selene also facilitates client-advisor communications and works proactively to monitor and complete client-related servicing activities. In addition, she is responsible for a strong working knowledge of and leveraging of firm technology to best serve clients.
Selene graduated from St. Olaf College, where she earned a Bachelor of Arts degree in economics and mathematics with a concentration in statistics. While at St. Olaf, Selene competed as part of the college's rowing team and held the position of president for two years. Prior to joining CCM, Selene served as an intern for a mid-sized wealth management firm in Chicago. In this role, she developed a passion for the financial services industry and gained foundational knowledge of portfolio management. Selene holds the Certified Financial Planner™ designation granted through the Certified Financial Planner Board of Standards.
Selene grew up in Lake Forest, Illinois, a suburb of Chicago. She currently resides in Minneapolis, Minnesota. In her free time, Selene enjoys spending time swimming in one of Minnesota's 10,000+ lakes.