Karl is the CEO and Founder with teamwork being at the heart of his firm. Karl is a Certified Financial Fiduciary and has been a financial advisor and retirement specialist since 1988. He and his spouse Tana live in Naples. 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 success of Atlantic Asset Advisors.
John has been in the financial services industry for over 35 years. He started his career in Sioux Falls, South Dakota as an executive in banking and trust services. After moving to Estero with his wife Gail, he became licensed as an Investment Advisor Representative (IAR) specializing in wealth management and retirement planning. John and Gail have two daughters.
Gayle has been a leader in our industry for over 35 years. Since 1986, she has helped individuals, families and business owners within many areas of financial services. Gayle specializes in helping women analyze their overall financial situation, determining the appropriate level of risk to assume, helping to design a retirement income strategy to fit your needs and developing tax minimization strategies for you, your business and your estate.
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