Our Qualifications

Carl P Eshelman, CLU, ChFC







March 1995-Present














Quantum Solutions, Inc                       Issaquah, WA




Founding principal of registered investment advisor. Manage an individual practice specializing in providing planning and product solutions related to wealth accumulation, compensation and qualified plans, charitable giving, asset transfer strategies, income and estate tax reduction strategies, and business consulting.



1998–Feb. 2001


Quantum Asset Management, LLC       Seattle, WA


Director of Marketing


Founding member responsible for developing and maintaining a   national network of independent broker/dealers. Work directly with registered representatives to increase knowledge, awareness and   sales of asset management products and services.  A member of executive management team and investment committee.



























The Rainier Group                                 Seattle, WA


Sales Representative


Expanded planning practice working with high net worth individuals and owners of closely held business interests.  Sold a wide variety insurance and investment products.  Expanded range of fee-based planning strategies.

CIGNA                                                   Seattle, WA


Sales Representative


Developed a planning practice working with high net worth individuals and owners of closely held business interests. Sold a wide variety insurance and investment products. Implemented fee-based planning.







BA, Business Administration, University of Washington  Seattle, WA        






Series 6, 65, 7, 24 & 51


CE Instructor-Certified by Washington State Ins. Commissioner