Wealth Advisor, Director
Carl began his career in the financial services industry in 2013. Prior to joining Mercer Advisors, he gained valuable experience as a financial advisor at Pegasus Advisors and as an associate financial planner at Baldwin & Associates. Carl enjoys helping his clients establish and achieve their financial planning goals, and in his free time enjoys coaching youth soccer and going to sporting events. He graduated from Angelo State University with a Bachelor of Business Administration degree and earned his Master of Science degree in Personal Financial Planning from Texas Tech University. Carl is a member of the Financial Planning Association and served as Committee Co-Chair of its Dallas Nexgen chapter from 2016-2018. He also holds the FINRA Series 65 License.