About Carl

I spent the better part of 15 years working for large household brands in corporate America like Whirlpool, KitchenAid and Delta faucets.  Managing top tier client relationships and understanding the pros/cons of corporate benefit packages has positioned me as a go-to resource for successful professionals looking to elevate their planning.  As my clients focus on their families, careers, and life, I alleviate the complexities of their sophisticated planning needs through clear communication and bringing them along in the process. 

What exactly does that mean?

We do the heavy lifting, create confidence and clarity and look around the corner to identify blind spots in your current plan.  Blind spots could be mitigating taxes today or during retirement, having the proper asset allocations and ensuring we have the right financial tools in your toolbox to create optionality.  We make sure you understand every move we make and the philosophies behind them.  Confidence in your planning exists with financial literacy and I take pride in patiently guiding you through the planning journey.  

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I truly enjoy forming long lasting client relationships with great people, creating a comfortable environment where no questions are off limits and educating my clients as much or little as they prefer.  Naturally, I have found myself supporting other driven and successful families since we can easily relate on this phase of life. Let me introduce you to my family:

My wife, Katie, is the keystone of this family and a powerhouse of a Senior Marketing Manager at Salesforce.

My daughter, Avery, is 4 as of July '24 and brings a smile to anyone's face.  She's constantly glowing and warms my heart daily.

My son, Carl William Runnels V, is 2 as of September '24 and is an absolute wild man obsessed with tools and golf.  

Lastly, I can't forget our first child, Maple, a loving dachshund and friend to all.

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