Patrick: Welcome to the Business Spotlight. I’m your host, Patrick Dougher. You’re going to love today’s show because it will really hit home. You see, today my guest is Carl Kunhardt. He’s one of the principals with Quest Capital Management, Inc. He’s one of the advisors and partners in that organization. I know you’re going to enjoy what he has to say.
Carl, thanks so much for being on the show.
Carl: Patrick, thank you for having me today.
Patrick: I really want to get into your story. You guys have done so much. I know your background and where you’ve come from and what you’re doing all blends so well. So tell me story. How did you get started in this?
Carl: Okay. Well, like a lot of people, I’m in my second career. After 26 years in the Marine Corps, it was time to move on to something else. I found out that I wasn’t prepared for retirement, neither financially nor emotionally. Luckily, I had retained the services of a financial planner at the time, primarily for education planning with my first child, and it seemed like the perfect thing to go talk to a planner about. What do you do now that you have supposedly grown up?