Qualifications
- Bachelor's degree in business from CSU Bakersfield in 1992
- Master of Business Administration in marketing from CSU Bakersfield in 1994
- USPTA certified Junior Tennis Director at Stockdale Country Club for 14 years
- Senior Vice President & Senior Portfolio Manager
- Passed Series 7, Series 66 & holds Life, Accident & Health Insurance Licenses
Personal
Born in Geelong, Australia, Carl made a bold move to California in 1989 to pursue his passion for tennis at the collegiate level. He earned his master's degree in business/marketing in 1994. Carl spent the following 14 years dedicating himself to coaching and developing young tennis players, fostering a love for the sport within his community.
In 2007, Carl transitioned his career to focus on his lifelong passion for investments. As a trusted financial advisor, he is committed to helping families achieve their investment goals with integrity and expertise. His approach is rooted in building lasting relationships based on trust.
Outside of his professional life, Carl prioritizes his family and friends. He enjoys traveling with his wife, Natalie, and their three children: Ethan, a student at Long Beach State; Annie, who attends UCLA; and Macy, currently enrolled at Cal State Los Angeles. Together, they create cherished memories while exploring new destinations.
