As a Senior Vice President and Wealth Management Advisor with Merrill, Carl works with his clients in managing their wealth so that they can realize their personal, family, and community goals. He leverages the strength and capabilities of Merrill as he develops and implements each personalized wealth management plan.

In addition to working with retirees, doctors, and business owners, Carl has a deep acumen working with corporate executives, helping them maximize the value of their stock option, retirement, and deferred compensation benefit plans.

Carl joined Merrill in 1999 after graduating with honors from Cedarville University with degrees in Finance and Accounting. He has been a CERTIFIED FINANCIAL PLANNER^™ certificant since 2002.

In 2016, Merrill Executive Leadership honored Carl with the David Brady Award* in recognition of his exceptional commitment to clients, the firm, and his community.  He has also been named to the Forbes "Best-in-State Wealth Advisor" list** for both 2022 and 2023 (*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year).

He is an active member of Northwest Bible Church and resides in Hilliard, OH with his wife, Erika, and four kids.


*The David Brady Award is an internal award honoring David Brady, who lost his life in the World Trade Center attacks of September 11, 2001.  David was a man who exhibited a high standard of excellence and commitment to his clients.  The award is given annually to Merrill employees who best demonstrate the spirit of partnership and what it means to go beyond expectations in their dedication and commitment to clients.

*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK^® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry
experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.