Carl has been working to provide clients with top-tier financial solutions since 1975. After graduating from college, Carl followed in his grandfather’s footsteps and entered the financial industry. Carl founded Wall Street Financial Group in 1988 and now has offices in Carlinville, Bloomington, and Marion, IL, as well as in Memphis, Tennessee. Carl has earned many designations and degrees, including a Bachelor of Arts from the University of Illinois and a Master of Science in financial services degree (MSFS) from The American College. Carl also holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®), Registered Employee Benefits Consultant (REBC®), Registered Health Underwriter (RHU®) and Chartered Advisor for Senior Living (CASL®). In is his free time, Carl enjoys traveling, gardening and making memories with his five children, four grandchildren, and wife, Cynda.
John started his career in 2017 with Wall Street Financial Group, Inc., following in his father’s footsteps. He earned a Bachelor of Science in Accounting, magna cum laude, from the Southern Illinois University of Edwardsville in 2018 and a Master of Science in Accounting with a focus in taxation the following year. In 2020, John earned his Certified Public Accountant (CPA) license. He focuses on using his tax knowledge to help his clients make better financial decisions. He is an active member of the National Association of Insurance and Financial Advisors (NAIFA) and is a member of the American Institute of Certified Public Accountants (AICPA). In his free time, he enjoys camping and kayaking with his friends and family.
Learn More: https://wallstfinancialgroup.com/
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