I work as a Portfolio and Relationship manager for Carlson Investments. Here at Carlson, we manage investment portfolios for our clients through individualized advice. We have serviced families, institutions, and non-profits for over 35 years. As a fiduciary, we put our clients first. We have zero commissions or pushed products. 

As a Certified Financial Planner, I can help organizations strengthen their financial sustainability and stewardship. With deep knowledge of investment strategies, endowment management, and long-term planning, I can guide boards and executives in aligning mission-driven goals with sound fiscal management. Working with me helps nonprofit leaders build confidence in managing resources responsibly and planning for lasting success.