My Qualifications

Carl began his career in financial services in 1998 and is currently Vice President, Financial Advisor. Carl received his Bachelor of Science degree in Business Administration & Economics from Rocky Mountain College. He has completed additional training with the Cannon Financial Institute and the College of Financial Planning. Carl has also received his CERTIFIED FINANCIAL PLANNER™ certification which demonstrates a comprehensive knowledge of the five areas of financial planning: insurance, investment planning, retirement planning, employee benefits and estate planning. Carl provides individualized financial advice with investments based upon each client’s needs, goals and circumstances.

Carl gives back to the community by serving on various boards and committees of local nonprofit organizations. Currently he serves as a Yellowstone County CASA, President Elect Nominee for Billings Rotary, Past President and Umpire-in-Chief of Boulder-Arrowhead Little League and past Treasurer for the Mayflower Congregational Church, Board Chair at Rocky Mountain College and RiverStone Health Foundation Committee Member. Facilitating philanthropy is an important facet of Carl’s practice.

Carl’s personal life centers on his family. His wife, Marianna, is a Certified Public Accountant, and together they enjoy speinding time with their two adult children, Hannah and Miles. Carl has had tremendous opportunity to support the youth of our community by coaching and leading in Cub Scouts, baseball, softball and soccer.