Karl Mundt, MBA, CFP®, APMA®
Karl was born in Durham, North Carolina, and grew up in the suburbs of Milwaukee, Wisconsin. Karl returned to North Carolina to attend the University of North Carolina at Chapel Hill. There, he studied political science with a focus on international political economies. After graduation, Karl pursued opportunities to manage stores for Kinko’s across the country. Kinko’s provided the opportunity to live and work in New Orleans, Louisiana; Knoxville, Tennessee; Lexington, Kentucky; Boston, Massachusetts; and ultimately back to Raleigh, North Carolina. Along the way, Karl met his wife, Jennifer, who now works for the state of North Carolina’s Department of Environmental Quality as the director of energy. Together, they have two children, one in middle school and one in elementary school. They are also members of Beth Meyer Synagogue in Raleigh, where Karl also serves on the board of trustees.
Outside of work and family, Karl is an avid runner and trains for and participates in ultramarathons across the country. These races focus on distances ranging from 30 to 100 miles and take anywhere from 5 to 30 hours to complete. Always the goal-oriented planner, Karl enjoys participating in these events as they require discipline, commitment, and preparation for the unexpected. For Karl, being rooted in the long view to optimize performance and maximize potential is an everyday reality that provides him with a unique perspective in advising his clients.
Education has always been an important core value for Karl in the work he does for himself and others. Karl learned firsthand the value of education as his mother worked full-time, took graduate school classes at night, and earned her PhD in education while he was still in grade school. Her hard work ultimately led her to become a dean of nursing at three public universities, recently retiring from Michigan State University. Karl left Kinko’s and returned to school to earn an MBA from North Carolina State University in 2004. After beginning his career as a financial planner in 2004, Karl earned his CERTIFIED FINANCIAL PLANNER™ certification in 2009 and later earned his Accredited Portfolio Management Advisor (APMA®) certification. In 2018, Karl joined Commonwealth Financial Network® and started Trail Ridge Financial to provide independent advice in helping facilitate his clients in realizing their greatest aspirations.
Will is a graduate of East Carolina University (ECU) with a bachelor’s degree in business administration from the ECU College of Business. He began his career in banking and worked as a Premier Banker, building relationships with high-net-worth clients. Will joined Trail Ridge Financial to transition his career into financial planning. He is currently pursuing a master’s degree in financial planning from the University of Georgia.
Outside of work, Will enjoys spending time outdoors as well as enjoying the company of friends and family. Whether it is back in his native Hickory, North Carolina, or down at the coast, Will can be found hiking, fishing, or enjoying time on the water. Will is also an avid sports fan and bleeds ECU Pirate Purple and Gold. Will lives with his fiancée, Lacey, and rescue pup Porter.
Catherine is a recent graduate of William Peace University, where she received a bachelor’s degree in communications. She is a Raleigh native who enjoys spending time with her dog, a German Shorthaired Pointer Hound named Genevieve.
Outside of work, she enjoys reading and shopping at local thrift stores and flea markets.