CLU, CHFC®, MANAGING PARTNER
As leader of the Deschutes Investment Consulting wealth management team and architect of its structure, Carl appreciates his opportunity to help people realize dreams. By working with our clients to map out a path toward a successful future, Carl helps them plan for the unexpected, alleviate unnecessary worry, and achieve financial independence.
From the beginning of his 2+ decades in financial services, Carl has delivered honesty and transparency to his individual, family and corporate clients. With a background that includes wealth management and preservation as well as consulting in executive benefits, retirement and estate planning, Carl seeks creative solutions to issues faced by today’s individuals and companies. Solving problems through adept plan design and executive benefits is a particular focus for Carl and his team.
Carl plays a role at the Portland Estate Planning Council, serving as Director at Large. He participates in the Western Pension & Benefits Conference, and is a member and and trustee of the Multnomah Athletic Club, as well as a past president of the organization. Carl enjoys the outdoors, and participates in a variety of related activities, inside and outside. When he can, he enjoys hunting, fishing, and skiing, and he sits on the Board of Oregon Wildlife.
Carl’s passion for smart financial planning extends to his speaking activities. Passing along sound financial advice has particular meaning to him as a parent of two recent college graduates. He received his BS in Finance from the University of Oregon.
Contact Carl at 503-548-2107 or firstname.lastname@example.org.