Carl is a founding and managing partner at Jacobs, Coolidge & Company. He graduated from Georgia Southern University with a bachelor's degree in business administration and brings more than 20 years of experience in finance to his role. On the team, Carl works with individuals, business owners, medical professionals, and qualified plan participants on planning strategies to protect their income, build assets through proper allocation and planning, enjoy a comfortable retirement lifestyle, and leave the legacy they desire. He holds the Accredited Investment Fiduciary (AIF®) and Certified 401k Professional (C(k)P®) designations. Connect with us on Facebook and LinkedIn . Connect with me on LinkedIn . Learn more here .