Amy Carlton

Owner & Chief Operations Officer

Amy Carlton is the Chief Operations Officer for Carlton Investment Services Group, LLC.  She is married to Steve Carlton, and has been with the firm since 2006. She came into the financial services industry with over 17 years of corporate marketing and event planning experience and also spent many years working in the medical device industry. 

In addition to managing all the day to day office operations, she collaborates closely with the Carlton Investments team to ensure all client needs and requests are taken care of in a timely and efficient manner.  She was appointed a Notary Public for the State of Minnesota and is happy to help clients with any of their notary needs.

A Wisconsin native, she graduated in 1992 from the University of Wisconsin-Oshkosh with a Bachelor's Degree in Journalism and a Minor in Organizational Speech Communication. She moved to Minnesota immediately after graduating from college. 

In her spare time, Amy serves on the Board of Directors for the L.A. Henderson Scholarship Program.  This non-profit organization in Minnesota raises money to help students in the Philippines with the financial aid and expenses needed to attend college.  She also enjoys the great outdoors, gardening, traveling and spending time with her Chihuahua.  However, she feels her most rewarding job is being a Mom to her teenage daughter Quinn!  

Amy can be reached via e-mail at amy@investcarlton.com.

 

 

Phone 952-844-0039
Fax 952-844-0563