Designations and Licenses

Carl is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary® and a Certified Divorce Financial Analyst®.

Experience and Education

Carl provides clients with customized wealth management solutions to help them achieve their goals. Prior to joining Mariner, he worked as principal and director of financial planning at Allegiant Private Advisors. Before that he worked as both an associate advisor and client service associate at Cary Stamp & Company and as a financial services associate at MetLife.

Carl has a bachelor’s degree in exercise physiology from Florida State University.

Personal Interests

Carl serves as a board member and finance committee member for Habitat for Humanity Sarasota. He is also a board member and treasurer for the Sarasota Scullers Youth Rowing Program as well as serving as the finance chair for the Leadership Sarasota County Executive Council.

In his spare time, he enjoys golf, tennis, skiing, boating, fishing and pool time with his wife, two sons and dog Wyatt.