Meet

Carl J. Peterson

Carl J. Peterson

Managing Principal

Core Focus:  Management of Lindberg & Ripple’s Life Insurance Business

Firm Experience:

  • Leads the Life Insurance team
  • Specializes in designing unique Life Insurance policies for high-net-worth & ultra-high-net-worth individuals and their families to fund their estate tax liability
  • Joined Lindberg & Ripple in 1995, ultimately becoming an equity partner and Managing Principal

Notable Accomplishments:

  • Serves on the Board of Directors of M Financial and M Financial Re
  • Serves on the Board of Trustees of The Bushnell Performing Arts Center
  • Serves on the Investment Committee of the Hartford Foundation for Public Giving
  • Previously Served on the Board of Directors for AALU

Background & Personal:

  • Prior to joining the firm, Carl was with Northwestern Mutual for 8 years
  • Spends time with his wife, children and dog; enjoys running, watching sports and reading historical non-fiction

CA Insurance License #0D71129, AR Insurance License #1014406

West Hartford, CT

Phone: (860) 761-9790
Fax: (860) 761-9791

29 S Main Street, Suite 311
West Hartford, CT 06107

Palm Beach Gardens, FL

Phone: (561) 323-2265
Fax: (860) 761-9791

3825 PGA Blvd., Suite 303
Palm Beach Gardens, FL 33410

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For further details regarding the securities relationship with M Holdings Securities, Inc. please go to mfin.com/DisclosureStatement.htm. For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) here.

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CA Insurance License # 390636  File # 3173594.3

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