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Our financial advice team


Carl Ekstrom

Carl Ekstrom

CFP®

Financial Advisor

Schmidt & Associates
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Tax Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies

Interests

I was born and raised in Sweden, but made the decision to move to the U.S to attend college and play hockey. In college, I met my wife Nicole and we now have two wonderful children, William and Camilla. We also have a rescue pup named George. Outside of work, I primarily spend time with my family, but also love to golf and enjoy a good dinner out. I take pride in helping families achieve their financial goals. I want my clients to trust me and know I will be there with them throughout the up and downs of life.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • B.A. Communications at St. Norbert College. 2009-2013