Janet Carlson headshot

EDUCATION AND CERTIFICATIONS

  • Financial Paraplanner Qualified Professional™
  • Bethel University

AFFILIATIONS

  • The Most Amazing Race, volunteer

Janet Carlson

Financial Paraplanner and Client Service Associate

651.735.5878 | Phone
651.735.5881 | Fax
janet.carlson@trunorthwp.com
Connect with Janet on LinkedIn

Janet is passionate about getting the job done right. She is detail-oriented and helps the TruNorth team manage complex compensation plans, multiple financial accounts, and other aspects of the client’s financial ecosystem.

Janet is known to our clients as a friendly, enthusiastic associate who makes it all happen in TruNorth’s St. Paul office. Whether it’s greeting clients in person, talking with them over the phone, or organizing meetings, Janet offers the warm, attentive service for which TruNorth has become known.

She brings a wealth of experience to TruNorth. Janet holds a B.A. in history from Bethel University. She has worked for St. Paul Public Schools and operated a licensed home daycare facility. In her spare time, she enjoys working as a catering assistant and for a concessionaire at the Minnesota State Fair. Janet is an avid reader, loves the outdoors, and serves as a volunteer in her community and church.

She and her husband, Andrew, live in Roseville and enjoy spending time with their children and grandchildren.

I love working with a dedicated team on client projects. I’m excited to be a part of a company that is committed to serving clients with integrity.