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.
I bring over 45 years of experience in helping people navigate life's challenges, with a diverse background in nursing, education, and finance. As a dedicated Certified Financial Fiduciary, my mission is to guide women through the unique challenges faced when it comes to securing their financial well-being in retirement. Together we'll develop a sound holistic financial plan tailored to your needs, that will bring you peace of mind and confidence in your financial future.
My husband Jim and I live on the water in North Fort Myers. We love the SWFL area and enjoy entertaining friends and family, particularly our 6 kids and 6 grandchildren!
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