Teresa Bird serves as a Tax Advisor as part of the Carlson Capital Management team as well as with CCM Tax & Trust Administration, a wholly-owned affiliate of Carlson Capital Management. Teresa works closely with the advisory team to deliver clients fully integrated wealth management services, lending her experience to proactive tax-related planning. As a member of the Tax Team, Teresa has responsibility for preparation, review, and completion of individual and trust tax returns and tax projections. She also participates in client meetings and serves as a tax resource for clients, providing service both individually and collaboratively with other advisors, to develop customized recommendations.
Prior to joining CCM, Teresa’s professional experience included seven years in progressively responsible roles in accounting and tax services—most recently as a Tax Manager. Her experience has encompassed working in a variety of accounting and tax advice capacities serving both individual/family clients as well as business owners. She is a Certified Public Accountant (CPA) and a member of the American Institute of Certified Public Accountants and the Minnesota Society of CPAs.
Teresa is a graduate of the University of Wisconsin – River Falls, where she earned a Bachelor of Science in accounting. Outside of work, she enjoys kayaking, reading, and dog-related activities with her border collie, Riley. Teresa is actively engaged in the community and volunteers with Hope for Uganda and St. Vincent de Paul in Rochester. Teresa grew up in St. Anthony Village and now resides in Northfield, Minnesota.