Karl joined the firm in 2017 following an internship program with the company and completion of his undergraduate studies. Originally from Glen Allen, Virginia, Karl supports advisors in the Potomac office by working with clients on their day-to-day needs.

Previous Experience

  • Financial Planning Intern at Bronfman Rothschild
  • Wealth Management Intern at Advanced Wealth Management, LLC

Education & Credentials

  • BS, Virginia Polytechnic Institute and State University, Finance
  • Certified Financial Planner
  • Series 65 license


Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.