David Carlson, President of Sound Investment Management, LLC, is a CERTIFIED FINANCIAL PLANNER™ professional. David is dedicated to giving his clients exceptional financial management services. His seasoned, wise counsel coupled with his genuine care for his clients’ well-being differentiates him among other advisors.
David has over twenty-five years of experience in a diversified background of financial planning, investment oversight, estate planning, philanthropic planning, foundation administration, trust administration, corporate finance and real estate. He graduated from the University of Southern California Marshall School of Business in Los Angeles, California where he earned a Master of Business Administration (MBA) degree specializing in finance and investments. He also achieved the Chartered Financial Consultant® (ChFC®) designation from The American College of Financial Services.
As a Certified Kingdom Advisor® (CKA®), biblically-wise financial advice is an important pillar in his practice. David also earned a bachelor’s degree from Moody Bible Institute in Chicago, Illinois. He is a member of the Financial Planning Association (FPA), The National Association of Personal Financial Advisors (NAPFA) and the Fee-Only Network.
Outside of work, David enjoys traveling, outdoor activities and spending time with his beloved wife and their three children.
Patrick Krulik is responsible for developing and managing various discretionary portfolios for clients. He provides day-to-day investment support to Sound Investment Management.
He serves as Chief Investment Officer of First Ascent Asset Management, a partner firm of Sound Investment Management. He is responsible for the management of First Ascent’s investment department, its portfolios, its research activities, and the Chair of its Investment Committee. Patrick has also served at Envestnet, where he was involved in discretionary portfolio management, development of asset allocation strategies, due diligence management and selection, new product design, and advisor consulting.
Mr. Krulik is a Chartered Financial Analyst® and received his Bachelor of Science in Business Administration with an emphasis in Finance from the University of Colorado. Patrick loves exploring new places and has visited eleven countries, with hopes of many more.
Charles Staples is responsible for generating and executing trades and providing support to Sound Investment Management.
He serves as Trader/Analyst of First Ascent Asset Management, a partner firm of Sound Investment Management. Charles has over five years' experience reviewing, rebalancing, and executing trades for institutional and individual client portfolios. His expertise is in designing, implementing, and training trading procedures, thereby increasing efficiency, accuracy, and risk tolerance adherence.
Mr. Staples received his Bachelor of Science degree from the University of Central Florida and holds a Series 65 license. Charles is most fulfilled when his actions improve the lives of others in a meaningful way. He considers himself a lifelong student. Charles also enjoys outdoor adventures like hiking and kayaking.