Carl Lindgren

Client Analyst

Do you have a vision for your future? It might be vague. Or seem impossible. And that’s exactly the challenge that Carl loves to take on – helping you turn something you have long wanted to do into a plan of action.

Be it retiring early, living abroad, or launching a new business, Carl digs into the numbers so you can clearly see all the possibilities. Just as important, he is passionate about uncovering the many, often-unintended ripple effects of each choice. His ultimate goal: you moving forward with confidence and no regrets.

Outside of work, Carl enjoys playing piano, exploring the mountains (often on his motorcycle), and discussing current events. Rain or shine, you’ll find him taking his dog Odin for a brisk, early-morning walk.

Designations and Education

  • CERTIFIED FINANCIAL PLANNER™ certification
  • B.A. in Business Administration – Accounting
    University of Washington