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.
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.
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