Do you have a vision for your future? It might be unclear. Or seem impossible. And that’s exactly the challenge that Carl loves to take on – helping you turn vague notions into a plan of action. Be it retiring early, living abroad, or launching a new business, Carl runs the numbers so you can see all your options. Long-term planning opens up possibilities, he says. The less you plan now, the fewer options you might have down the road.
An avid skier and golfer, Carl is also a member of the LNWM’s NextGen Money Group, which advises the younger generations within families about smart money management.
Designations and Education
- CERTIFIED FINANCIAL PLANNER™ certification
- B.A. in Business Administration – Accounting
University of Washington
Community and Industry Affiliations
- Washington Open Invitational ProAm