Karl helps his clients to be confident about their financial goals and the strategies designed to reach them. He is passionate about planning for the unexpected – guiding clients through more than just the good times.
“Money is a tool,” Karl said. “It simply allows you to do what’s important to you, whether that’s helping those in need, retiring with dignity, making memories with your family, caring for an aging loved one, or sending your kids to college. My job is to understand what someone wants to accomplish and guide them to help maximize their results.”
By knowing the details that make each client or family unique, Karl is not only capable of guiding them, but can also explain their financial strategy in a straightforward manner that makes sense to them.
Karl holds several professional designations including Certified Financial Planner™, Chartered Retirement Planning CounselorSM and Accredited Asset Management Specialist SM. He is also a Certified Divorce Financial Analyst®, enabling him to guide clients going through the divorce process.
Karl joined Raymond James in 2018 following over a decade as a financial advisor with Edward Jones. “Raymond James gives me the tools and flexibility to meet my clients on their terms to address their needs,” he said.
Karl earned a bachelor’s degree in business administration from Grace University in Omaha. He is originally from Steinauer, Nebraska, and today lives and works in Omaha with his wife, Kriste. He is the proud father of two sons, Grant and Collin. In his free time, Karl and his family enjoy cooking, bicycling, camping, scuba diving and spending time outdoors.
Certified Divorce Financial Analyst® and CDFA® are trademarks of the Institute for Divorce Financial Analysts™ in the U.S. and/or other countries.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.