Justin Stets, Aif® Email and Phone Number
Justin Stets, Aif® work email
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Justin Stets, Aif® personal email
Justin Stets, Aif® phone numbers
At Carlson Capital Management, we are committed to being a trusted partner that allows our clients to feel secure in the knowledge that their retirement, investment, estate, tax, insurance and philanthropic plans are complete, efficient and organized such that they may understand and use their wealth as a tool to accomplish what is most important to them.I strongly believe that knowing someone’s personal history creates a window of insight for a client. Three pieces of information help describe who I am. First, I am the last child of ten college-educated siblings raised in northeast Ohio during the 1960s-1970s. Second, our family of twelve lived in a three bedroom, one bathroom apartment above a store which was owned and run by my mother. Third, I was raised and educated until high school as a Catholic, graduated from a Lutheran college, and attended a non-denominational theological graduate school. With these three data points, you and I can have a great deal of conversation.My Top Five CliftonStrengths Themes: Learner, Responsibility, Achiever, Self-Assurance and Connectedness
Sequoia Financial Group
View- Website:
- sequoia-financial.com
- Employees:
- 361
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Evp, Head Of Integrated Wealth ServicesSequoia Financial GroupNorthfield, Mn, Us
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Chief Executive OfficerCarlson Capital Management Mar 2024 - PresentMinneapolis, Minnesota, United States -
OwnerCarlson Capital Management 1998 - Present
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PrincipalCarlson Capital Management 1998 - Present
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President, AifCarlson Capital Management Mar 2013 - Mar 2024Greater Minneapolis-St. Paul AreaOur work as an integrated wealth management firm is best described as the work of a craftsman. We use tools that have been shaped by decades of experience, along with the extension of deep and personal care to provide peace of mind to families and individuals.
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Vice PresidentWells Fargo 1988 - 1998Greater Minneapolis-St. Paul AreaI cut my teeth in finance working at Wells Fargo, extending credit to high net worth individuals in the banking sector. I have great respect for bankers because at the end of the day, they need to be right 99.5% of the time. In other words, almost all borrowers must timely and fully repay loans in order for a bank to survive and thrive. Understanding, managing and transferring risk is what I learned on the credit side of banking.
Justin Stets, Aif® Skills
Justin Stets, Aif® Education Details
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Theology/Theological Studies -
Classics, Religion -
International Study Abroad
Frequently Asked Questions about Justin Stets, Aif®
What company does Justin Stets, Aif® work for?
Justin Stets, Aif® works for Sequoia Financial Group
What is Justin Stets, Aif®'s role at the current company?
Justin Stets, Aif®'s current role is EVP, Head of Integrated Wealth Services.
What is Justin Stets, Aif®'s email address?
Justin Stets, Aif®'s email address is ju****@****cap.com
What is Justin Stets, Aif®'s direct phone number?
Justin Stets, Aif®'s direct phone number is +150764*****
What schools did Justin Stets, Aif® attend?
Justin Stets, Aif® attended Harvard Divinity School, St. Olaf College, University Of Cambridge.
What are some of Justin Stets, Aif®'s interests?
Justin Stets, Aif® has interest in Social Services, Spiritual Direction Work, Weight Training, Yoga, Education, Running, Woodworking, Arts And Culture, Health.
What skills is Justin Stets, Aif® known for?
Justin Stets, Aif® has skills like Integrated Wealth Management For High Net Worth Families, Philanthropic Planning For Families, Intergenerational Wealth Transfer, Charitable Gift Planning, Investment Management.
Who are Justin Stets, Aif®'s colleagues?
Justin Stets, Aif®'s colleagues are Jared Gruszczynski, Cfp®, Nicholas Brossard, Christopher Peck, Cepa®, Cheryl Lutman, John Nadworny, Kristan Preston, Cfp®, Debra Kocourek.
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