For over a decade, Carl has provided his clients with investment strategies that are designed to help manage wealth and create retirement income. Carl begins the client relationship with significant time spent listening to thoroughly understand clients’ investment goals, objectives, and underlying financial positions. Based upon these conversations, he creates a customized portfolio with the ongoing goal of providing the highest level of personalized service, while having access to a diverse group of money managers and industry professionals. Carl brings expertise from banking and brokerage platforms and specializes in career and life transitions, individuals, families and business owners along with business retirement plans.
He is a graduate of Lee University and donates his time and resources to several local non-profit and faith based organizations. He is a hiker, enjoys traveling and is a self-professed amateur foodie.