Acorn knows a great client experience comes from a deep technical understanding of our services, but just as important is our interpersonal relationships with our clients. Our team is designed to provide no canned solutions, and, to do that effectively, we need to be great listeners and empathetic to the needs and desires of those we serve.
Founder, Managing Member
Carl was born and raised in Portland, Maine, to a family full of entrepreneurs. His father left the corporate world and founded a rental car franchise when he was very young, and his uncles and cousins founded businesses of their own. Starting with his first paper route at the age of 10, Carl has always been fascinated with how businesses operate and the opportunities they present both for employment and ownership.
Including a rewarding four-year career on the school’s rowing team, Carl graduated from Worcester Polytechnic Institute (WPI), earning a degree in mechanical engineering. What followed was a six-year career in high-tech before entering the financial planning and investment management profession.
For over 30 years, Carl has been applying his analytic and interpersonal skills to help clients live a life they can love while understanding the mechanics of strategic planning and investment. In 1999, Carl was one of the early adopters to earn the CERTIFIED FINANCIAL PLANNER™ practitioner designation.
Carl is a lifelong athlete and, in 2013, qualified for the Ironman World Championships in Kona, Hawaii.
Financial Advisor
Drew was born and raised in Amherst, New Hampshire, and has been around personal finance and Acorn Financial his whole life. Whether it was at the dinner table or long car rides to the ski hill, the principles and values of Acorn Financial were instilled at a young age. Taking his experience to the world, Drew received additional years of direct wealth management experience by working in a variety of financial service-based businesses before joining Acorn Financial in 2017.
His experiences in the banking sector in Singapore, at a small wealth management firm in Virginia, and a large corporate accounting firm in Denver gave Drew a variety of experiences that are helping guide Acorn into the future.
Clients choose to work with Drew for his listen-first approach to financial planning and investment management. Know thy client, or know thy investor, is step one to effective professional relationships. Drew then takes a thorough and detailed approach because he believes small but positive financial decisions continually made over time can lead to tremendous long-term results.
Client Service and Support
Kerry joined our team in August 2019 to handle all aspects of client services and support. Kerry has over eight years of experience in wealth management, including managing client support for a firm in Atlanta, Georgia. Prior to finance, Kerry worked for the National Safe Kids Campaign in Washington, DC, where she managed the Safe Kids Buckle Up program.
Kerry graduated from the College of Wooster, Ohio, with a BA in history. She recently returned to New England to be closer to family and the White Mountains. Kerry enjoys hiking, biking, kayaking, and skiing with her husband and two teenage boys. In 2020, she accomplished her goal to hike all 48 New Hampshire mountains that are over 4,000 feet.