Dear Valued Clients:
I am more than excited to join the Carlson Group at Baird!
Kurt and I have worked hand-in-hand for more than twenty years, including during my time as Chief Investment Officer at Hefren-Tillotson. I’ve witnessed from behind the scenes the entire Carlson Team’s commitment to excellence, as well as its care and concern for clients.
A bit about me. Originally from Western Pennsylvania, I’ve been married to my childhood best friend, Suzanne, for 16 years. We have five wonderful children ages two to fifteen. Three girls and two boys, they’re my 60/40 portfolio!
I graduated Grove City College in 2002, and later earned a master’s degree in Economics and my Chartered Financial Analyst designation. As Chief Investment Officer at Hefren-Tillotson, I oversaw investment strategy and portfolio management for thousands of clients. I’ll perform the same function for Carlson Group clients, but in an even more personalized and tailored way.
My goal and the team’s goal? To give you the best client experience. That means the best insights, the best service, and the best outcomes for your financial situation.
I’ll look forward to seeing you soon and working with you toward your financial goals. Until then, stay tuned for communications from the Carlson Group exploring topics that matter for you and your money.
Sincerely,
Brian Koble, CFA