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.