About

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David S. Carl, CFP®

CERTIFIED FINANCIAL PLANNER™
Senior Partner

(817) 328-6109
(817) 756-1880

As a Senior Partner at Professional Wealth Management Group, I specialize in small business and personal financial strategies and have over 15 years’ experience in the development and implementation of advanced investment and risk management plans. I place a particular emphasis on advanced investment design, sensitive to tax management and asset protection.

I have dedicated a large part of my practice to working with business owners, medical practitioners and highly compensated employees of closely held businesses/medical practices and I am especially sensitive to the needs and concerns of these groups. With extensive experience in structuring assets for family estates, I am also able to help my clients maximize the amount of assets passing through and minimize estate and gift taxes by utilizing various types of trusts and business entities.  In addition, I can work with you to structure business and family investments to protect these assets from creditor and litigation risks.  The coordinated strategies I employ involve the use of advanced academic research and institutional investment platforms to lower costs and volatility.

Licenses and Certifications

  • Investment Advisor Representative of  Geneos Wealth Management
  • General Lines ─ Life, Accident & Health
  • CERTIFIED FINANCIAL PLANNER™
  • Series 6, 7, & 63 Securities Registrations
  •  BBA Finance, University of North Texas

Memberships

  • Financial Planning Association
  • NAIFA – Dallas
  • North Texas Estate Planning Council

ADVS

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Thomas R. Philipp, CLU®,ChFC®,CFP®

CERTIFIED FINANCIAL PLANNER™
Senior Partner

(817) 328-6107
(817) 756-1880

 

One of the most important lessons I have learned is that becoming a great financial planner is all about understanding the needs of clients and recognizing that everyone’s economic and life situation is unique.

While I’ve been helping my clients meet their financial goals for over 15 years now, that message has become even more apparent. I understand that my clients are the most important part of my firm and that personalized service is essential when matching clients with the right financial products and services.

Whether your current goals involve purchasing a first home, financing a child’s college education or planning for retirement, I want to help you make the best decisions with your money. If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Working together, we will create a plan to meet your financial goals.

Licenses and Certifications

  • Investment Advisor Representative of Geneos Wealth Management
  • General Lines — Life, Accident & Health
  • Series 6, 63, 65, and 7

Memberships

  • NAIFA - DALLAS
  • MDRT – Life Member Million Dollar Round Table

ADVS

Carrie Good

Business Operations Manager

817-328-6109
817-756-1880

Carrie Good has been with the firm for three years.  She is the Business Operations Manager for our agents, Tom Philipp and David Carl.
 
Before coming to Professional Wealth Management, Carrie had over ten years experience in the Corporate Housing/Relocation industry. She has lived in the Dallas area for 20 years, and is married with two children. When Carrie is not working, she enjoys traveling, books, volunteering, and spending time with her family.

Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

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