Karl joined Merrill in 2003 and helps helps clients deploy their wealth effectively so that they can focus on their personal and professional pursuits. Karl also serves CPAs with investment restriction challenges. He is a graduate of U of I (Champaign IL) and holds an MBA from DePaul. He currently holds Series 7 and Series 66 FINRA registrations, and the Certified Investment Management Analyst® (CIMA®) and Certified Plan Fiduciary Advisor (CPFA) designations. He has been a member of the Illinois CPA Society since 1984. He also volunteers a numerous local and national charities.