Carl Woolston, ChFC®
I am a fiduciary who is committed to acting in the best interest of my clients. I received my Chartered Financial Consultant® designation through the American College of Financial Services, which on average exceeds over 400 hours of study. I have my series 65, am a National Social Security Advisor (NSSA®) certificate holder*, and am insurance licensed. I have a Bachelor of Science in Business Administration from Western Governors University.
I’ve been married to my incredible wife Christine for 29 years. We have six children and two grandchildren (so far). I love fly fishing, coaching competitive soccer, sports, the outdoors, and exploring new trails in life and business. I have also authored several books. I served on the local charter school board at Legacy Preparatory Academy for six years, where I served as President on two different occasions.
Seth answers phone calls, schedules appointments, and coordinates events. He also helps communicate with clients, prepares paperwork, and keeps things organized.
He is currently enrolled at Utah Valley University in their Personal Financial Planning program and plans to transition from assistant to advisor in the coming years.