About Carl

Carl has over thirty years of experience developing effective strategies to help clients achieve their financial goals. He specializes in plan design, investment monitoring and fiduciary consulting. Carl’s helped hundreds of executives, business-owners, pre-retirees and retirees evaluate their holdings, create intelligent plans to grow their wealth, and implement those plans with consistent monitoring and communication.  

Connecting face to face with his clients is the most rewarding part of Carl’s job. He loves explaining the world of finance (planning for retirement, education, insurance, risk assessment, taxes, estate, etc.) without insider jargon.

When he’s not helping his clients make sense of their finances, Carl is actively involved as a board member of Turning Points for Children. TPFC is a non-profit whose mission is to improve the health and prosperity of disenfranchised children and their families. In his leisure time, Carl and his wife Susan can be found golfing or volunteering at the local Golden Retriever rescue.  They also enjoy Penn State Football games, skiing, traveling, and spending time with their two adult daughters.   

How To Contact Carl

 

Direct Phone: 610.524.7031

Fax: 610.524.7011

Email: cs@wmsplan.com