Our internal team can help you make sense of the tax laws, suggest strategies designed to lower or eliminate tax bills, and optimize financial and life decisions to help you potentially keep more of your money. We believe in making tax-aware decisions — because the only number that matters is “net of taxes.”
Our goal is to help you identify and maximize every tax advantage allowed by law.
Planning with an eye for the future
Quantifying tax consequences of every decision
Because April 15th is too late
Since 2011, Carl has primarily focused his career on working with clients in the investment, banking, and financial planning industry to help them achieve their personal and business goals including those around retirement, education, risk management, and estate planning. Focusing on personalized and comprehensive financial planning, Carl works with a diverse group of clients on understanding their needs and goals and translating their objectives into concrete financial advice. Working with clients on navigating the complicated world of personal finance, Carl enables clients to understand how they can achieve their goals efficiently and confidently.
Carl joined WealthSource from American Financial Network Advisory Services, LLC (“AFN”) where he led the financial planning team beginning in 2018. In 2019, while at AFN, Carl received the Accredited Investment Fiduciary® designation which focuses on empowering investment professionals to serve their client’s best interests.
Prior to joining AFN, Carl worked in New York, most recently preparing comprehensive financial plans for a Wall Street advisor. In 2016, while in New York, Carl received his Certified Financial Planner™ designation. As a CFP® professional, Carl has received rigorous training in personal finance and is committed to upholding its fiduciary standard.
Prior to moving to New York, Carl worked in the Canadian investment and banking industry primarily in his hometown of Calgary, Alberta.
Carl graduated from Queen’s University, in Kingston, Ontario in 2010.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
FInancial Planning Associate
CFADavid has a passion for helping to improve peoples’ financial lives and advising clients on their financial futures.
Prior to joining WealthSource, David was a Workplace Planning Consultant with Fidelity Investments. He worked with 401(k) participants and helped hundreds of clients define their key retirement goals and explore appropriate strategies to reach them. His focus was primarily on savings, income, and cash flow management in the years leading up to retirement.
Previously, David was a Financial Advisor with Bank of the West, with clients throughout Northern Colorado. He specialized primarily in income planning through strategies involving investing and annuity solutions to help generate steady retirement income.
David graduated from Colorado State University, earning a degree in Business Administration with a concentration in Finance. He is a Chartered Financial Analyst® (CFA®) Charterholder and member of CFA® Society Colorado. Outside of the office, David enjoys playing golf and following Denver sports. He lives in Parker, CO with his wife and their two dogs.
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9155 E Nichols Ave, Suite 175. Centennial, CO 80112
All investments include the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit. The information described herein represents the philosophy, processes, and/or opinions of WealthSource, but may not represent the philosophy, processes, and/or opinions of or used by affiliates of WealthSource, including its Investment Adviser Representatives (“IAR”). Consequently, you should consult with your WealthSource IAR to determine the applicability of the information described herein to the specific services that are being offered to you by WealthSource. Furthermore, not all services mentioned herein are available to all clients or are offered by all IARs of WealthSource. WealthSource is not a law firm and does not provide legal advice. You should always consult with your legal and/or tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation.
