Positioned to Grow. Positioned to Sell.
As an independent financial advisor, trusted consultant and sounding board, Carl works with select entrepreneurs of small to mid-size businesses with a focus on government contracting.
Carl’s mission is to help these entrepreneurs and business owners position their company for growth through Executive Compensation, 401k Planning and Executive Benefits. Then through successful Exit Planning Strategies including Tax Planning, Estate Planning and Personal Wealth Management, Carl helps his clients maximize and maintain long term wealth.
Carl focuses on bringing together additional resources for a unique holistic solution to help his clients reach their long term goals of growth and business succession.
Specializing in government contracting, Carl has a unique familiarity with the many different avenues of the business. His professional partnerships and knowledge with contracts, vendors, and understating what resources are needed to propel a business forward, allow him to stand out in the government contracting field.
Carl's Service Team:
Business Development Manager
tel: (703) 287-7193
tel: (703) 287-7178
Head of Client Experience
tel: (703) 287.7126
Danielle K. Schill
Director of Operations
tel: (703) 287-7138
Additional Areas of Focus:
- Tax Strategies
- Investment Management
- Cash Flow Planning
- Contingency Planning
- Estate Planning Strategies
- Cash Flow Planning
- Transfer of Stock
- Life & Disability Insurance Planning
Watch the video below to gain valuable insight from Carl on what your company can do to set itself apart to attract and retain key employees:
Professional Credentials & Awards
- CERTIFIED FINANCIAL PLANNERTM practitioner (CFP®)
- Accredited Investment Fiduciary (AIF®)
- Certified Private Wealth Advisor (CPWA®)
- Accredited Estate Planner (AEP®)
- Series 7, 66 Professionally Licensed
- Life and Health Insurance Licensed
- Devotion To Children: Committee Member
A Baltimore native, Carl attended the University of Maryland and graduated with a Bachelor's of Science in Finance. He gained work experience as an intern with Smith Barney at both the Bethesda and Lutherville, MD offices in addition to working as a loan officer for a small amount of time before joining SFP. Now a resident of Arlington, VA, Carl spends his spare time traveling and playing golf.
More About Carl
- 401k Advisory Services
- Investment Management Services:
- Retirement Planning Introduction
- Financial Planning Document Checklist
- Exit Strategies Timeline
- Advanced Insurance Planning Partners
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.