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.
Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This brochure is limited to the dissemination of general information pertaining to its investment advisory/management services. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Atlantic Asset Advisors and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services offered through Atlantic Asset Advisors are not affiliated with PCA. Information received from this website should not be viewed as investment advice. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
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