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Jeffrey Carlson

CFP®

Principal, Senior Strategic Advisor

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About Jeffrey

Jeffrey “Jeff” R. Carlson serves as Principal, Senior Strategic Advisor for Sequoia Financial Group.

Jeff has devoted his career to championing the value of an integrated approach to wealth management that leverages the time-tested principles of a disciplined investment strategy.

His entrepreneurial spirit and ability to see opportunities were the characteristics that led Jeff and his brother, Greg, to co-found Carlson Capital Management in 1987. Jeff and Greg saw an opportunity to better serve clients as independent advisors with no proprietary products. They then saw an opportunity to work on a fee-based model instead of taking commissions. Next, they sought to grow with talented colleagues, which enabled the firm to flourish.

In his decades of service to clients and their families, Jeff has developed specific areas of experience in retirement and early retirement planning, stock option management, estate planning, insurance services, and developing integrated plans that include philanthropic giving. Jeff has a particular connection with entrepreneurs, as he has personally faced many of their challenges during his own experience building a successful business.

CFP Board owns the marks CERTIFIED FINANCIAL PLANNER™ in the U.S.


Accreditation & Education

St. Olaf College, Bachelor of Arts in economics, with concentrations in finance and accounting


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In his longtime home of Hastings, Minnesota, Jeff is an active volunteer and community connector. As a member of the Hastings Area Rotary Club, his recent endeavors include fundraising and organizing for Hastings Rivertown Fishing & Boating, which serves seniors, veterans and people with disabilities through fishing and boating excursions on the St. Croix and Mississippi rivers. He has also been instrumental in the foundation of the Hastings chapter of Cycling Without Age, which maintains a fleet of trishaws on which volunteers take seniors for bike excursions.

Additional organizations that Jeff is active with include St. Philips Lutheran Church and Green Lake Lutheran Ministries. He also served for more than 20 years on the state board of the Fellowship of Christian Athletes. He is an active alumnus of St. Olaf, serving on the planning committee of the Class of ’83.

In maintaining family tradition, Jeff remains an avid tennis player and has served in the past as a volunteer coach with the Hastings High School Tennis Team. Jeff also enjoys playing golf, traveling in his motorcoach, and spending time with his wife, Stacy, their three grown children, daughter-in-law, and grandson. When not in Hastings, Jeff can often be found at his cabin in Cumberland, Wisconsin.

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Jeffrey Carlson,

CFP®

Principal, Senior Strategic Advisor