From the start of 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. In founding Blue Heron Capital with his wife Linda, and building it to what it is today, he continues to lead with that same powerful focus of 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 and has been active over the years in their many philanthropic activities. He’s always eager to lend a helping hand.
With his strong financial and management skills he keeps everything running like clockwork. He also has a strong focus on marketing and merges that focus with his printing background to create many of the materials we share with prospects and clients. Always eager to learn more, when you need something researched, Carl’s the man for the job!
Away from the office he enjoys spending time with his wife, Linda, family and friends. He also loves to read, go to movies, travel, and spending time at home with an occasional, well-earned nap.
Content is provided for information purposes only and is not a solicitation to buy or sell any products. The information is not intended to be used as the sole basis for financial decisions nor should it be construed as advice designed to meet the needs of any individual situation. It is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional advisor. Investment advisory services offered through Brookstone Capital Management LLC, a registered investment advisor. Brookstone and Blue Heron Capital, LLC are independent of each other. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information. Ed Slott’s Master Elite IRA Advisor Group™ membership requires the advisor to pay fees for membership, attend training provided by Ed Slott and Company, pass semi-annual examinations and meet other membership requirements. Membership does not guarantee investment success and is not an endorsement. Blue Heron Capital, LLC is not a law firm and Linda Gardner is not an attorney. Linda Gardner and Blue Heron Capital are not affiliated with or endorsed by the Social Security Administration or any government agency.
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