Meet Our Retirement Plan Team
We’re pleased to introduce you to the primary service team at Carlson Retirement Plan Services. In addition to the colleagues you see here, we frequently leverage the depth and breadth of the entire Carlson Capital Management team.
Cami serves as Director of Carlson Retirement Plan Services, leading the team serving 401(k) and other qualified plan clients. Much of her day involves working with plan sponsors, trustees, investment committee members, and plan administrators to build and optimize successful retirement plans. In addition, she thoroughly enjoys connecting with plan participants to provide them with the tools and resources to give them the best chance for a successful retirement.
Cami has a passion for working with business owners and plan fiduciaries to design and deliver high quality, effective 401(k) and other qualified plans. She believes the role of retirement plans is to create successful outcomes for employees and optimize business outcomes for employers. She has the depth of experience within the retirement planning industry which allows for a unique and creative approach to design plans that align with corporate goals and objectives.
Cami holds the Certified Plan Fiduciary Advisor (CPFA) designation and the Accredited Investment Fiduciary® AIF® designation. She is a member of the American Society of CPAs and the Minnesota Society of CPAs. In 2015, Cami was named a National Association of Plan Advisors Top Women Advisor Captain due to her significant contributions to the retirement planning industry and her role as leader in her firm’s retirement plan division.
Outside of work, Cami enjoys spending time with her family at their cabin in northern Minnesota and spending as much time outdoors as possible doing a variety of activities. Her community involvement includes being active with the Autism Society of Minnesota, volunteering for United Way, Feed My Starving Children, and the Sheridan Story. Cami and her husband, Ken, live in Coon Rapids, Minnesota, with their three children.
Sue is the team’s Client Relationship and Education Manager. She is a primary resource and contact for all clients. In addition, she provides support through the preparation and organization of presentations, delivering educational presentations, providing resources to plan participants, and managing all administrative functions. As a Certified Financial Education Instructor, and a designated Behavioral Financial Advisor, Sue enjoys meeting with plan participants to answer questions and help them better prepare for a successful retirement.
Sue graduated from Hamline University with a Bachelor of Arts degree in business administration and a minor in psychology. During her time at Hamline, Sue spent a semester studying at the University of Oslo in the Scandinavian Urban Studies program. When not working, Sue enjoys traveling, both in the U.S. and outside of the country. She also loves spending time with family, especially at their family farm in Bruno, Minnesota. Sue and her husband, Louie, reside in Buffalo, Minnesota.