Carl has served in the Financial Services industry since 2007. He joined Allegiant Private Advisors in 2014 as a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Accredited Investment Fiduciary® designation. He works with clients to define, implement, and manage their goals and investment strategies. Additionally, as a Certified Divorce Financial Analyst® professional, Carl specializes in working with divorcees before, during, and after their divorce to coach and educate them throughout the process. A Sarasota native, Carl earned his B.S. degree at Florida State University.
240 South Pineapple Avenue, Suite 200
Sarasota, Florida 34236
Telephone (941) 365-3745
Toll Free (800) 926-5237
Advisory Services offered through Allegiant Private Advisors, LLC, a Registered Investment Adviser