A seasoned executive in executive benefits and wealth transfer planning, Karl brings 30 years of experience to the EBS client family. Previously, he led the case design team at Financial Architects, a national estate planning firm that develops large life insurance portfolios for the ultra-affluent; as a Vice President at John Hancock where he built its corporate-owned-life insurance unit and, subsequently, led its small group long-term care effort; and with the “M” Financial Group in estate and business continuity planning.
Karl holds a BA from Merrimack College and an MBA in finance and marketing from the University of New Hampshire’s Whittemore School of Business, as well as several professional designations: CFP®, CLU, ChFC, CLTC. Karl and Tracy, his wife, raised six healthy children, leaving scant time for his favorite pastime—oyster farming on the Weskeag River in South Thomaston, Maine.