Our Qualifications

Carl is one of 1,500 Certified Senior Advisors* in the nation.  To become a Certified Senior Advisor he was required to complete a 15-part program of study and pass an extensive exam testing his knowledge on long term care, financial and estate planning, social security and taxes, and the principles of aging.  Carl is also a Certified Estate Planner (CEP) and has been awarded a Five Star Professional several times.

Licensed in WI, CA, HI, OK, TX





*Certified Senior Advisors (CSA) have supplemented their individual professional licenses, credentials and education with knowledge about aging and working with seniors. Know what those licenses, credentials and education signify. The CSA designation alone does not imply expertise in financial, health or social matters. Details: www.csa.us