Biography
A member of Accredited’s Wealth Management group, Carl is responsible for wealth planning analysis and the execution of planning strategies.
Prior to joining Accredited Investors Wealth Management, Carl worked for a healthcare software company as the primary point of contact for their scheduling and registration software modules for one of the largest public health care systems in the United States.
For more information about educational requirements, professional certifications, and professional designations, click here.
Education & Background
CERTIFICATIONS:
•University of Wisconsin, Madison – B.B.A. in Finance, Investment, and Banking; Real Estate and Urban Land Economics
• Certified Financial Planner™
How do you spend your life wisely?
I enjoy learning how others choose to spend their lives wisely and take pride in helping them do so. I spend my life wisely by prioritizing the things I love. Whether it’s spending time with family and friends, walking my dogs no matter the weather, hanging out in the north woods, or cheering on my favorite sports teams, I try to find moments like these every day.
“Nobody who ever gave his best regretted it.”
George Halas
