Karl's Story
Karl was the first Financial Advisor to join BKA Wealth in 2018. Karl began his financial services industry career in 2010 as Regional Private Banker with Wells Fargo. After four years of learning banking systems, Karl decided to focus on client asset management. From 2014 to 2018, Karl was a Financial Advisor for Edward Jones. In 2015 Karl obtained the Certified Financial Planner designation
(CFP®) in order to act as a fiduciary for his clients. In 2017 Karl was accepted to Johns Hopkins University’s Carey School of Business working toward a Master's in Quantitative Finance (MSf). In 2019 Karl completed his Master’s degree. Karl’s experience as a Wealth Manager encompasses a wide range of financial fields, such as financial planning, portfolio construction, investment management, credit
underwriting, risk analysis, tax planning, and estate planning. In addition to serving his clients, Karl is an integral part of the Boyce & Associates Investment Policy Committee, providing analysis and strategy for the firm.
Karl moved to Austin, TX in 2000 and currently resides in Leander. He is the proud father of two wonderful daughters, Jackie and Angela. Currently, Karl is engaged to be married to his fiancé Nicha in the Summer of 2023. In his spare time Karl can be found working in the yard or completing home improvement DIY tasks which is his stated passion.