Carter Michaelson

WEALTH ADVISOR

Where did you grow up?

South St. Paul, MN

What was your first job?

Barista at Caribou Coffee

When did you join the NOFG team?

2019

What are your primary responsibilities at NOFG?

Meeting with clients and leading them through the financial planning process, assisting clients with their accounts, designing workflows for the team, creating and managing team social media strategy.

What do you enjoy most about your role/work?

I love being able to connect with clients and hear about what they value most, what goals they have, and help them figure out how to accomplish those goals.

What do clients seem to appreciate most about you? 

Clients seem to appreciate my passion and integrity the most. I believe in doing everything to the best of my ability.

Have you ever won an award? If so, what was it for?

I made Dean’s List for 6-straight semesters at University of Northwestern – St. Paul.

How do you spend your time away from the office?

I love to spend time with my fiance at her cabin. My favorite activities are boating, surfing, skiing, swimming, snowmobiling, golfing, hiking, and lifting. The two things that I enjoy most in life are relationships and adventures.

Do you have a favorite…sports team, show, movie or book? 

I bleed purple and gold! SKOL Vikings! I am also a huge Minnesota Twins fan.

Carter's Values
Integrity
Excellence
Curiosity
Relationships
Faith
Start a Conversations with Carter

Our Team

Keith Berg
PARTNER / WEALTH ADVISOR - BFA™, CFP® , FIC
Luke Schneider Headshot
Luke Schneider
PARTNER / WEALTH ADVISOR - BFA™, CFP® , FIC
Patty Keehr Headshot
Patty Keehr
INVESTMENT SOLUTIONS SPECIALIST
Andy Jolivette
CLIENT RELATIONSHIP MANAGER
Melissa Montgomery Headshot
Melissa Montgomery
CLIENT COORDINATION MANAGER
Taylor Moline
FINANCIAL PLANNING SPECIALIST
Maggie Farrell Headshot
Maggie Farrell
OPERATIONS OFFICER