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.
- 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