Carl was introduced to wealth management and financial planning principles by his father, while working closely with and assisting him within his own financial advisory practice at Ameriprise Financial. After earning a B.S. Degree with a concentration in Finance and Political Science from the University of Minnesota – Carlson School of Management in 2004, Carl advanced his position at Ameriprise Financial and began his work as a Financial Advisor with the firm. Carl provided investment, tax, risk management, retirement, and estate planning advice to many high-net worth individuals, business owners, and their companies over several years with Ameriprise; and extended his expertise to institutional retirement plan management when he joined VALIC in 2008.
While at VALIC, Carl provided strategic and tactical advice to retirement plan administrators in regards to both plan development and on-going maintenance, while providing investment advice to clients on assets totaling over $50 Million under management. In addition, he handled the personal wealth management and comprehensive financial planning services provided to the key employees of these organizations. During this time, Carl also met the rigorous education, examination, experience, background and ethics requirements necessary to earn the CERTIFIED FINANCIAL PLANNER™ Designation.
Services & Experience:
Helping successful individuals, business owners, and their companies meet their unique financial objectives through efficient, effective financial planning and investment management is Carl’s professional mission and fiduciary duty as an Independent Financial Advisor with Focus Financial. Carl has over 10 years of investment management and financial planning experience within the financial services industry.