1700 West 82nd St
Suite 110 [mailing]
Suite 150 [meetings]
Bloomington, MN 55431
Retirement Plan Client Relationship and Education Manager
Sue Desrosier serves as the Retirement Plan Client Relationship and Education Manager for Retirement Plan Services at Carlson Capital Management. In this role, Sue is a primary resource for all Retirement Plan Services clients. This includes serving as a servicing contact for all clients, providing support through the preparation and organization of presentations, delivering educational presentations, providing resources to plan participants, and managing all administrative functions of Retirement Plan Services. As a Certified Financial Education Instructor, Sue enjoys meeting with plan participants to answer questions and help them better prepare for a successful retirement.
Sue graduated from Hamline University with a Bachelor of Arts degree in Business Administration and a minor in Psychology. During her time at Hamline, Sue spent a semester studying at the University of Oslo in the Scandinavian Urban Studies program. Prior to joining CCM, Sue worked for eight years servicing and supporting clients through her work at BerganKDV Retirement Solutions and BerganKDV Insurance Solutions. Her previous work experience includes seven years with a private asset group in the Twin Cities. When not working, Sue enjoys traveling, both in the U.S. and outside of the country. She also loves spending time with family, especially at their family farm in Bruno, Minnesota. Sue and her husband Louie, reside in Buffalo, Minnesota.