Karl is CEO and Founder of Atlantic Asset Advisors, and teamwork is at the heart of his firm.
With a team of Strategic Partners and Specialists, Atlantic Asset Advisors has a passion for
servicing the financial needs of their clients, in protecting assets, reducing risk and insuring that
their money lasts beyond their lifetime. From his office in the Sunshine Professional Center in
Bonita Springs, Karl helps families establish legacy plans in order to avoid the common and
costly mistakes made by many, by counseling them in sound estate planning. Utilizing a
combination of advanced insurance planning, strategic investment options, and guaranteed
income designs, Atlantic Asset Advisors focuses on developing individual retirement solutions,
that will provide tremendous growth, while also providing complete safety in client's
preservation of wealth and capital. Karl's unique tax and wealth preservation strategies, will
help secure your financial future.
Karl has been a financial advisor and retirement specialist since 1988, and lives in Naples
Florida with his spouse Tana. They are blessed with two children and two beautiful grand
daughters. They are both avid tennis players, and golfers. Karl's devotion to his clients and
family are the foundation for the success of Atlantic Asset Advisors.