Karl is a Senior Financial Planner with more than 13 years of experience helping physicians, dentists, and professionals navigate complex financial planning and wealth management decisions. Known for his strategic approach and client-first mindset, Karl is dedicated to guiding families and professionals toward lasting wealth and security through disciplined, values-based planning.

He holds FINRA Series 7, 63, and 65 licenses, as well as Life, Accident & Health credentials. An alumnus of Westminster College, Karl continues to pursue both personal and professional growth through lifelong learning—often enriched by immersive travel.

Based in Reno, Nevada, Karl and his wife, Sarah, enjoy the outdoors through camping, skiing, and fishing in the Sierra Nevada. A New Orleans native, Karl met Sarah while living in St. Louis, and together they remain loyal Cardinals fans.

Beyond his financial practice, Karl is deeply committed to community service. For more than a decade, he has held volunteer leadership roles and has taught adaptive skiing for 11 years. Since 2021, he has served as a Certified Alpine Ski Instructor with Achieve Tahoe, where he assists individuals with cognitive, visual, and sensory impairments build confidence, health, and independence through adaptive ski instruction.

Check the background of this investment professional on FINRA’s BrokerCheck.