Carl joined the financial services industry in 1999, working for Northwestern Mutual as a financial representative. He started selling life and disability insurance and adjusted to selling insurance products to corporations as part of their executive benefit and deferred compensation packages. In 2012, he joined Wells Fargo Advisors as a financial advisor so he could expand his practice to include investments outside of mutual funds. This presented other opportunities in the corporate retirement plan arena including 401(k), 403(b), 457(b), ESOP and pension planning.
In 2021, Carl joined the Fond du Lac, Wisconsin office of RBC Wealth Management where he divides his time between working on corporate retirement plans and family wealth planning. He is dedicated to helping individuals and businesses develop financial strategies that line up with their needs, goals and risk tolerance. Carl’s mission is to provide every client with targeted financial advice and portfolio management, delivered with the highest level of personal service and professional integrity. When working with small and large businesses looking for retirement plans for both the business owner and employees, Carl focuses on helping those companies achieve higher participation rates and deferral rates with plan design, fee analysis, investment lineup evaluations and quarterly employee education sessions.
Carl earned the Accredited Investment Fiduciary®, Certified Plan Fiduciary Advisor and Certified 401(k) Professional designations in collaboration with UCLA Anderson School of Management. He participates as a delegate at the American Retirement Association’s annual Fly-in-Forum to meet with legislators and heads of government in hopes of shaping the future of retirement planning in America. At RBC Wealth Management, Carl is one of 13 people to serve on RBC Wealth Management’s Retirement Advisory Council.
Outside of the office, Carl serves on the boards of Camp Evergreen and Sheboygan Economics Club. He previously served on the boards for Above & Beyond Children’s Museum, Sheboygan Pine Hills Country Club, Crystal Lake Advancement Association, Sheboygan Rotary Club and Midwest Council for Children with Disabilities.