Kelly Irvine

As a dynamic marketing and communications leader at Carlson Capital Management (CCM), she stands at the forefront of shaping the firm's client-focused narrative. At CCM, the mission is clear: to serve as trusted partners who empower clients to transform their wealth into a powerful tool for achieving their most cherished goals. Through comprehensive retirement, investment, estate, tax, and philanthropic planning, CCM ensures clients' financial lives remain streamlined, efficient, and purposeful.

In her pivotal role, she orchestrates the firm's strategic marketing initiatives, masterfully balancing multiple responsibilities that include developing and executing annual marketing plans, fostering meaningful client relationships through thoughtful communication and appreciation programs, and maintaining the integrity of CCM's distinguished brand. Her expertise extends to event management and community relations, where she works tirelessly to strengthen CCM's presence and impact.

Within the Marketing and Communications department, she leads initiatives that keep client communication at the heart of everything they do, while simultaneously driving business development forward. Her passion for clear, effective communication shines through in her additional roles as a writer, editor, and web content manager.

What truly sets CCM apart is their genuine appreciation for their client relationships. Every day brings a renewed sense of gratitude for the privilege of serving their valued clients and their families. This dedication is reflected in their approach, where experience, expertise, and genuine care come together to create lasting and meaningful client partnerships.