In the latest Conversations With the CCM Team video, titled Women and Money, Founder and CEO Greg Carlson, CFP®, interviews Senior Wealth Advisor Katy Vermeer, CFP®. In it, Katy shares her perspective on the evolution of the financial services industry and the ways in which she’s observed a parallel evolution in women’s roles in managing their financial lives. Katy and Greg also discuss how CCM is dedicated to ensuring women feel empowered in their financial lives.
Conversations With the CCM Team is an interview-style video series that features and introduces advisors and specialists from throughout the firm, while providing greater insights into concepts related to the various disciplines of integrated wealth management. In lieu of being able to see you in person right now, we’re publishing a wide variety of content and appreciate longer conversations, such as this one, to connect with clients more deeply.
NOTE: The information provided in this video is intended for clients of Carlson Capital Management. We recommend that individuals consult with a professional advisor familiar with their particular situation for advice concerning specific investment, accounting, tax, and legal matters before taking any action.