Basic Information
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Company
Thrivent -
Mobile phone
651-240-1347 -
Email
melissa.carlson2@thrivent.com -
What is your "why"? Why do you do what you do?
I started my practice to work with families and young professionals to build financial confidence and freedom. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Do you have someone in your corner helping with long-term financial strategy?
Do you feel like you're in control of your money, or the other way around? -
Unique Selling Proposition
I build financial strategies for families and young professionals who want to take control of their money and build a life they love both today and down the road. -
About me
I grew up on a farm in rural Minnesota where I learned that a strong work ethic and grit can make anything happen. Growing up in a small town (population 400!) I hold family and community very dear, and love being involved in my church community and volunteering with the Amercian Legion Auxiliary. I left small town life behind to get my BSBA in Business Management from the University of Denver in Denver, Colorado. Upon graduation I moved to the Twin Cities, working in human resources until I started my financial advising practice! It has been a blessing to work with clients from all walks of life and being a part of their journeys. -
Profession
Financial Planning -
Title
Financial Advisor -
Hobbies and interest
When I'm not working you can find me reading, baking sourdough, watching the MN Twins, or hunting with my husband and our golden retriever, Maple. -
Website
https://connect.thrivent.com/melissa-carlson2
Contact Information
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City / Town
Forest Lake -
State
MN -
Zip
55025 -
Country
United States -
Facebook Business Page URL
https://www.facebook.com/melissa.carlson.thrivent -
LinkedIn Profile
https://www.linkedin.com/in/melissacarlsonthrivent/
Education
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College / University
University of Denver