Senior Integrated Wealth Advisor
Anthony Bolstorff is a Senior Integrated Wealth Advisor for the Carlson Capital Management team. In this role, Tony is responsible for all aspects of client relationship and portfolio management. He serves clients by implementing and coordinating the integrated wealth management experience including investment management, retirement modeling, insurance analysis, educational planning and other general financial planning. Prior to joining CCM, Tony worked with the Scottsdale, Arizona based financial firm, Teacher Retirement Services. Tony served as an Associate Retirement Planner, providing advice and expertise to educators in all areas of retirement planning.
Tony graduated from St. Olaf College in 1997 with a Bachelor of Arts in Mathematics. In 2003, he earned his Master’s degree in Higher Education Administration from Arizona State University. As a student-athlete at St. Olaf, Tony was a four-year starter in football garnering all-conference recognition. He began his professional career as a high school mathematics instructor and college football coach before making the transition to financial services. Tony is an active community member, serving on the board of Hastings Family Service and coaching youth sports. Tony, his wife Emily, and their four young children reside in Hastings.
As you read the personal thoughts of my colleagues at Carlson Capital Management you will see several common themes emerge – one being hard work. My upbringing in a small rural Iowa town as a son of a pastor/coach instilled this same value in my life. When it came to practices, games, or academic tests, I was always expected to be on time and overly prepared. This has served me well as I’ve grown professionally and become a husband and father.
Though hard work was always emphasized in my family, so too was the importance of taking the time to stop now and then to appreciate its benefits – such as the satisfaction of standing amidst the beauty of a Northern Minnesota birch wood forest after an arduous hike, crossing the finish line after a sprint triathlon, and taking pride in a job well done.
Our clients have worked hard to attain success. As a team member of Carlson Capital Management, I am committed to helping provide the clarity clients desire when it comes to comprehending and working through the complexities of their individual financial situation. It is then that they can step back and enjoy the peace of mind that comes with knowing that all aspects of their financial lives are in order. This is the most rewarding aspect of what we do, and is precisely why we enjoy it so much.
Tony and other members of the CCM Advisory Team regularly post articles of interest on financial planning which you can find here.