Karl is a Financial Planner with Facet. His passion is helping others to live more fulfilling lives by improving their financial decision making and removing the stress around money as much as possible. He has been with Facet since 2021, and he has a breadth of experience across various industries, with time in the banking industry at JPMorgan Chase along with his two years at Facet on our Membership Team.
Karl is deeply committed to education broadly and financial education specifically. Karl aims to inspire and empower those around him to make the most of their money. His planning specialties include investments and retirement planning, college education funding, home buying, and tax strategies for high income couples.
He is a proud husband and father to one young daughter. In his spare time, Karl enjoys reading, exercising, and eating great food.
Education: St. Mary’s University of San Antonio in Corporate Finance (BBA)
“To turn $100 into $110 is work. To turn $100 million into $110 million is inevitable.” -Edgar Bronfman
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Get to know Karl
Adventures in the Berkshires!
My wife and I on a date. We have been married for five years. 🙂
On top of the world!
The Wacker family. 🙂
What's the last book you read?
Where are the Customer’s Yachts? by Fred Schwed. A great read!
What's your favorite movie?
Rudy! I have always loved a good underdog story and the end makes me cry every time.
What was the best concert you ever attended?
My wife and I saw Brad Paisley in concert. His guitar skills blew me away!
What four individuals, living or dead, would you like to eat dinner with the most?
Warren Buffett, Benjamin Franklin, Steve Jobs, & Jack Bogle. (Although maybe not all at once!)