Committed to delivering exceptional value and trusted advice since 2006
I took a wilderness survival class in college that required us to build our own shelters, create our own tools to start fires, and scavenge for our own food for three days. I only lost a little bit of weight.
Golf and fishing are two of my favorite pastimes. I enjoy the strategy, patience, and problem-solving they require.
Carter Larsen
Lead Paraplanner / Wealth Associate
As a Lead Paraplanner and Wealth Associate at TrueNorth Wealth, I help ensure our advisors have everything they need to serve clients effectively. I handle meeting preparation, follow-through on action items, and detailed analyses that keep the planning process moving forward. My goal is simple: to make sure nothing slips through the cracks and every client receives thoughtful, accurate, and timely support.
I’m naturally detail-oriented and take pride in being someone that others can count on. I enjoy anticipating needs, staying organized, and following through until every task is complete. What I enjoy most about this work is seeing clients reach their goals and knowing I played a part in helping them get there.
Outside of work, I spend my time with my wife and enjoy staying active. I love riding my dirt bike, golfing, fishing, and going to the gym. I also enjoy working on my classic BMW, which I’ve rebuilt and maintained myself — even if that sometimes means turning a wrench on the side of the road.