Carl began his career as a financial advisor in 1980. Nearly 40 years later Carl continues to work with his clients on a daily basis. He is a natural mentor and is able to provide guidance to clients regardless of their stage of life. Carl offers his wealth management services from his offices located within Members 1st Credit Union and Siskiyou Central Credit Union.
Carl’s experience is not exclusive to the time he has been a financial advisor. He is a U.S. Air Force veteran and currently is a volunteer with the U.S. Coast Guard holding various ranks during the last decade. When he is not serving our country or his clients, Carl enjoys being an active participant in the community of the Church of the Nazarene in Redding.
Some of Carl’s additional past (and present) endeavors include his membership with Lions Club International, participation with Living Hope Compassion Ministries, and his work at the Cascade Theatre. A wonderful kid at heart, Carl has been a member within the Shasta High School Music Department and a leader of student trips to Europe.
A good financial advisor can relate to his clients through understanding the unique aspects of each of their lives. Carl’s travels and endeavors have given him wisdom to understand people in a personal way. This understanding is a central theme in the advice that he offers.
Members 1st Credit Union and LPL Financial are separate & unrelated companies. Investment products are NOT a deposit product of Members 1st Credit Union. Investments are NOT an obligation of or guaranteed by Members 1st Credit Union. Investments are NOT insured by the NCUA nor any other Federal Government agency and are subject to risk including possible loss of principal.
Securities offered through, LPL Financial, Member FINRA/SIPC. Investment Advice offered through Rubicon Advisors, a registered investment advisor and separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AZ, CA, CO, CT, DE, FL, HI, ID, IL, LA, KY, MA, ME, MI, MN, MO, NM, NV, NJ, NY, OH, OR, PA, SC, SD, TX, UT, VA, VT, WA.