From his earlier careers as a CPA, Chief Financial Officer for the University of Denver, successful small business owner in the printing industry and business coach, Carl has always focused on preparing for the future. He brings that same powerful focus to helping others prepare for their future.
Carl has presented numerous educational programs including long term care planning, estate planning, planning for business success and more. He has served as a guest speaker at the University of Denver. As a member of the University Hills Rotary Club for more than 30 years, Carl is a past president of that organization. He has a Colorado Life and Health Insurance license.
Carl brings his strong financial and management skills to our firm keeping everything running like clockwork. He also has a strong focus on marketing, and he merges that with his printing background to create the materials we share with others. Always learning, when you need something researched, Carl’s the man for the job!
Carl enjoys spending time with his wife, Linda, friends, children and family. He also loves to read, go to movies, travel and enjoys time at home with an occasional, well-earned nap.