Carl became a Financial Advisor in 2016, and is the partner in charge of PN Financial Services. His focus is on working with clients to create a holistic tax centric financial planning strategy focused on meeting the client’s long term goals. With his involvement in public accounting since 1976, he has extensive experience in income tax, trust and estate planning along with business consulting and succession planning.
He is a native of Sandusky and continues to live there with his wife Ann. Carl is active in the community and serves on many Boards including the Erie County Community Foundation, Serving Our Seniors and the Sandusky Area Maritime Association. He enjoys boating and gardening in his spare time.