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.
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.