About Carl

I have over a decade of experience in the financial services industry and I am currently a Wealth Management Advisor at TIAA. As a native of the Detroit metropolitan area, I have seen my fair share of economic turbulence and the impact it can have on retirees and those approaching retirement. As a financial educator, I focus on providing my clients with an in-depth analysis of their financial landscape, in addition to recommendations and a personalized plan to help them work toward their financial goals. My specializations include asset management, income planning, estate planning strategies, and retirement planning. I attended Wayne State University and Colorado State University – Global Campus. My wife, Christine, and I reside in Macomb with our son, Jack. We’re expecting our second child in September of this year. In my free time, I enjoy playing golf with my dad, hockey, watching Detroit sporting events, and spending time with my family. We enjoy traveling, having visited every state in the U.S. with the exception of Alaska and Hawaii. We’re hoping to make a trip out to those states in the next few years.