800.596.0253
Being part of the Second Opinion Partners Team and contributing to the unique holistic planning process we deliver gives me the opportunity to make a difference in people’s lives by helping them truly discover what is most important to them in life.
I take great pride in helping people whether at work or in my personal life. I enjoy coaching and providing education to clients regarding the tradeoffs they can make in order to experience their best life possible now and into the future.
The birth of my children: Sean, Kevin and Vivian
Serving my country in the USMC Reserves from 1988-1994
Fishing with my grandpa
Reminiscing with old high school buddies during our 25-year class reunion
My son Sean's USMC ROTC graduation
Winning the 1987 Chicago Prep Bowl Championship
Karl is a Relationship Manager at Second Opinion Partners, where he communicates with clients regularly to ensure that all of their financial planning related needs are met.
Karl acts as a communication liaison between our clients, Concierge Team and Partners to ensure that every client has the Ultimate Client Experience.
Karl attended the University of Illinois - Springfield, where he graduated in 2016 with a major in Business Administration.
Karl is FINRA Series 7 & 66 licensed.
Check the background of this investment professional on FINRA's BrokerCheck »
