Karl Maurer a senior financial advisor at the Sandlin/Maurer team, assisting clients with retirement planning, tax efficiency and high quality investments. He attended Univ of Illinois in Champaign IL and holds an MBA in Finance from DePaul University. He has been a member of the Illinois CPA Society since 1984. Karl is Series 7 and Series 66 licensed, a Certified Investment Management Analyst (CIMA®), Certified Plan Fiduciary Advisor (CPFA) and a Certified Exit Planning Advisor (CEPA), the later oriented toward helping business owners navigate succession. He has numerous charities with a focus on strategic planning. In 2021 he was named Philanthropist of the Year by the West Suburban Philanthropic Network. In 20202 he received Merrill Lynch's national David Brady and regional Brian Schwarz awards for his philanthropy work with community organizations and in pediatric healthcare.
