As a Wealth Planner, Carl works primarily with affluent families, corporate executives and business owners, providing comprehensive financial planning and customized investment management solutions. Carl holds a Bachelor of Science in Mechanical Engineering from the Missouri University of Science and Technology, and a Masters of Business Administration from Butler University in Indianapolis. In addition to his career in personal finance, Carl has held a number of senior executive positions in engineering, program and business management, and as a strategic planning consultant for a Fortune 100 company. In 2008 Carl joined MD Helicopter of Mesa Arizona and retired as President of the company in 2014.
Prior to joining Kendrick Wealth Management, Carl was the founding principal of Schopfer Financial Services, an independent financial planning and investment advisory firm. Carl specialized in providing financial planning and investment advisory services to individuals and small businesses. Carl has earned the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. In addition to becoming a Certified Financial Planner™, Carl has attained the Chartered Retirement Planning Counselor CRPC® designation, recognized by the College for Financial Planning.
A published profile on Noah Kendrick
and Kendrick Wealth Management