Carlson Capital

Jeffrey R. Carlson is a founding principal of Carlson Capital Management. His primary responsibilities include managing client relationships and marketing the firm's financial, estate, philanthropic and tax planning services. Jeff also develops and sets the vision for the firm. Jeff is a 1983 graduate of St. Olaf College, where he earned his Bachelor of Arts degree in Economics, with specific concentrations in finance and accounting. Jeff began his career with IDS Financial Services and shortly there-after earned his Certified Financial Planner designation. Jeff has been providing wealth management advice to clients and their families for more than twenty years and has developed specific areas of expertise in retirement and early retirement planning, stock option management, estate planning, insurance services and developing integrated plans that include philanthropic giving. Jeff is an active volunteer with numerous organizations including Hastings Area Rotary Club, St. Philips Lutheran Church, Fellowship of Christian Athletes, the Hastings Area YMCA and Green Lake Lutheran Ministries. Jeff is also an active alumnus of St. Olaf College, and currently serves as the Class of '83 Correspondent and Class Fund Agent. In maintaining family tradition, Jeff is an avid tennis player and enjoys serving as a volunteer coach with the Hastings High School Tennis Team. Jeff also enjoys golf and spending time with his spouse and their three children. Jeff and his family reside in Hastings, Minnesota.