B.S., University of Wisconsin-River Falls, Cum Laude
Carrie Kaestner is the client service manager at Allodium Investment Consultants. Carrie and the Allodium service team strive to deliver impeccable customer service by adhering to high client service standards and consistently improving technology and procedures that help produce exemplary results. She also plays an integral part in developing our financial plans. Carrie is a member of Allodium’s Client Service, Financial Planning and Fiduciary Consulting Committees.
Carrie came to Allodium in 2017 with over 18 years of experience in the investment profession. Her previous professional experience focused on providing customer support in the areas of retirement planning, estate distribution, tax planning, and income and cash flow management. She takes pride in delivering personalized client service and support so that our clients experience the best service possible.
Carrie graduated cum laude with a Bachelor of Science from the University of Wisconsin, River Falls. In the past, Carrie also completed extensive training in the securities industry, holding her Series 7 and 63 licenses.
In her spare time, Carrie is an outdoor enthusiast with a lifelong passion for horseback riding. She spends many weekends camping and exploring the trails in Minnesota and Wisconsin with her Morgan horse, Shayla, and her Tennessee Walking horse, Newman. Her two dogs, JD (English springer spaniel) and Kira (cattle dog mix) are always close by. Carrie enjoys all outdoor activities that include hiking, hunting and skiing.