Carl Shade

Background

About Carl Shade

Carl is a Certified Public Accountant (CPA) with over 30 years of experience in providing individuals and small businesses with income tax advice. At Quantis Wealth Management, Carl provides individuals and families with comprehensive financial planning, including guidance on reaching their savings and retirement goals. Carl holds a BS in business, majoring in accountancy, from Miami University and an Associate of Applied Science degree in intelligence and imagery analysis from the Community College of the Air Force. After graduation from Miami University, Carl began his career as a tax and audit professional with Price Waterhouse in Cincinnati, Ohio and moved to the Washington DC area when he joined the Central Intelligence Agency. Carl’s experience includes taking the lead role in the creation of a new family of mutual funds, as well as purchasing, operating, and selling small businesses. Carl is married with two children and resides in Vienna, Virginia. To learn more about Carl and Quantis Wealth Management, please visit Securities and advisory services offered through Commonwealth Financial Network®, member / a Registered Investment Adviser. Quantis Wealth Management. Towers Crescent Drive. Suite 1250. Vienna, VA 22182. P (703) 462-9643. This communication is strictly intended for individuals residing in the states of FL, ID, VA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: