Carl has worked with high net worth individuals and closely held business owners since 1982. He works most closely with businesses in manufacturing, distributions, building supply, and construction. Areas of focus include business succession planning, estate planning, retirement planning, deferred compensation, insurance, investments, and other savings concepts.
In addition to holding Series 7 and 66 securities registrations, Carl has earned the following designations:
- CLU – Chartered Life Underwriter®
- ChFC – Chartered Financial Consultant®
- CASL – Chartered Advisor in Senior Living®
- AEP – Accredited Estate Planner®
Carl believes there are many opportunities to serve his clients by avoiding losses rather than solely picking winners.