Main Line: 651.333.3369  I  Email Us: info@carlsonsv.com

Margo A. Rosen, CPA, CGMA

Managing Partner

Office: 715.954.4995

Margo Rosen headed to the Twin Cities for college and returned to her hometown of Amery, WI to pursue a successful career with CarlsonSV. She became a partner in 2005 and has served as the firm’s managing partner since 2021. As managing partner, Margo provides strategic insight, innovation, and leadership to drive positive change in the firm. Margo also takes the lead on CarlsonSV’s insurance and non-profit audit areas. As a trusted advisor and active team member, she’s obtained knowledge and expertise that is shared and translated to help CarlsonSV’s clients meet their regulatory requirements and achieve their goals.

Margo received her Bachelor of Science degree in Business–Accounting from the Carlson School of Management at the University of Minnesota. She is an avid Gopher Women’s Volleyball fan. She and her husband enjoy watching sports, traveling and spending time with their adult children.

Practice Areas

  • Assurance
  • Insurance Companies
  • Not-for-profit

Professional Activities and Memberships

  • Wisconsin Association of Mutual Insurance Companies
  • American Institute of Certified Public Accountants
  • Wisconsin Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants

Community Involvement

  • Amery Hospital and Clinic, Former Board Member

Margo A. Rosen, CPA, CGMA, Bio
“I love being out in nature to unwind, whether that is relaxing on the pontoon with my family at the lake, hiking, golfing or UTV riding. But only in the summer months!”