Paraplanner
952.208.4651
507.645.6408 (Fax)
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Professional Biography
Turner Storm is a Paraplanner at Carlson Capital Management. In this role, Turner works closely with the firm's wealth advisors, collaborating throughout the planning process to deliver comprehensive financial plans to clients. He is responsible for collecting, tracking, and monitoring related data, preparing presentation materials, and assisting with portfolio management. Turner also facilitates client-advisor communications and works proactively to monitor and complete client-related servicing activities. In addition, he is responsible for a strong working knowledge of and leveraging of firm technology to best serve clients.
Turner earned his Bachelor of Arts in finance from Concordia College in Moorhead, Minnesota. During his time there, he competed as a member of the Cobber baseball team, twice serving as the team's captain. Prior to joining CCM, Turner held several sales and finance positions, most recently as a financial advisor with a firm in northern Minnesota. In this role he worked closely with clients to understand their unique situations and craft meaningful and impactful financial plans. He also conducted investment research to optimize portfolio efficiency and wrote market commentary to help clients understand the economic landscape.
Turner grew up in the Minnesota communities of Walker and Thief River Falls, and now lives in Bloomington with his four-year-old Labrador. He enjoys hunting, traveling with family and friends, and being on the lake as much as possible.
Personal Thoughts
I remember taking a business class when I was 15 years old; on the first day, our teacher demonstrated a simple future value calculation. This was done to show the importance of saving habits, and, ultimately, the power of compounding interest. I remember looking around at my friends in the class to see if they shared my shock and optimism for the future. To my surprise, it seemed as though I was the only one who experienced this epiphany. Later that day, I went home and asked my dad if he would help me open an investment account to start saving for retirement. In the following weeks, I made a conscious choice to convince my friends to do the same. This was my first experience with financial planning, and it has been my passion ever since.
As a member of CCM team, I am able to help clients create and implement a personalized strategy that can have a positive impact on the rest of their lives, just like the one I had in business class all those years ago. The great responsibility that comes with this work brings me tremendous fulfillment.