Carl is a Founding and Managing Partner at Jacobs, Coolidge & Company, bringing over 29 years of experience to his role. A graduate of Georgia Southern University with a Bachelor’s Degree in Business Administration, Carl specializes in working with Individuals, Business Owners, and Medical Professionals to develop comprehensive Planning Strategies.
His approach is centered on helping clients protect their income, build wealth through strategic asset allocation and planning to achieve a comfortable retirement, and leave a legacy they desire. In addition to his work with individual clients, Carl leads the firm’s Retirement Plans Division, delivering tailored solutions with a strong emphasis on Fiduciary Oversight and Participant Education through implementation of their SECURE Retirement Plan Process™.
Outside of the office, Carl is active with The Retirement Advisor University and serves on the boards of the Southeast Georgia Health System Foundation and the Georgia Southern University Parker School of Business. In addition, Carl is the Past Chair of the United Way of Coastal Georgia, a former board member of the Chamber of Commerce, and a Past Graduate and Instructor of the Leadership Glynn program.
