BMO Family Office
BMO Private Bank
Carl provides customized financial planning solutions to high net worth individuals and families as part of an overall personal wealth management strategy. He joined the organization in 2010, and has over 13 years of experience in the financial industry.
Carl earned a BS in Financial Planning from Purdue University – West Lafayette, IN. He also earned a Master of Science in Wealth Management with Distinction from DePaul University – Chicago, IL. Carl is a CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the Financial Planning Association.