Karl joined the team in 2013, becoming a Financial Advisor the following year, and earned his CERTIFIED FINANCIAL PLANNER® designation and his Accredited Investment Fiduciary™ designation in the years that followed. While helping individual clients and their families with their financial planning, Karl also specializes in group retirement plans for business owners, from 401(k)/403(b) to SIMPLE IRA plans. Throughout the year, he leads education meetings, conducts trustee reviews, and monitors/proposes changes. He also helps businesses launch new plans to help retain workers and expand their retirement savings opportunities.
Karl also uses his prior experience in TV news for group presentations and media appearances representing the team. In addition, he has been a Board Member for the Arts Council of Midland since 2019, serving as President in 2023 and helping to organize different activities and opportunities for the Permian Basin.
Originally from the Chicagoland area, Karl’s family relocated to North Texas in the early 1990s. He earned his B.A. in communications from Angelo State University, where he met his wife. Their son was raised in Midland, graduating from Midland Classical Academy in 2023 and currently attending the University of North Texas. He and his wife live in Midland and in their spare time, they travel, scour record shops for LPs, and ski.
Raymond James is not affiliated with any of the companies mentioned.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.