CERTIFIED FINANCIAL PLANNER™, PROFESSIONAL
Carl is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and graduated from Kansas State University with a Bachelor of Science degree in Business Administration. Carl holds series 7 and 63 registrations from FINRA, and is life & annuity licensed.
Carl is a recognized innovator of comprehensive plan design and implementation in the Financial Services industry. He has provided cost-efficient analyses while working with leading industry CPAs, estate attorneys, insurance experts and investment managers. Carl’s innate deductive strategies have allowed for quick but comprehensive planning resolutions from uncovering, to providing and maintaining well balanced financial plans.
With over 19 years of financial planning experience Carl has proven to be proficient in the financial coaching process. Thus, allowing him to be an excellent financial coach to his clients and organizations.