Carl Dekle, CPA.*  A native Mobilian and graduate of The University of Alabama, where he received his Bachelor of Science Degree in Accounting in 1986. He leads our Corporate Client Group. Carl is a CPA and prior to founding PlanFocus, he served as the Chief Financial Officer at one of the nation’s largest independent third party administrators (DailyAccess Corporation). In addition to his role as CFO, he was instrumental in the company's business development activities and the creation of private labeled and co-branded retirement platforms.

Kevin Morgan, CFS®.  A native Mobilian, and graduate of The University of Alabama where he received his Bachelor of Science Degree in Economics and Finance. He leads our Private Client Group and having completed a comprehensive program designed to educate the advisor on modern portfolio theory (MPT), mutual funds, ETFs,  portfolio construction, rebalancing and taxation, he has been awarded the Certified Fund Specialist® (CFS®) designation.  Prior to founding PlanFocus, Kevin was associated with Valic as an Investment Advisor Representative serving investors and retirees in the Mobile and Baldwin County areas. Specifically, he was the lead Advisor to the Infirmary Health System 401(k) and 403(b) plan, responsible for the participant experience, providing on site investment counsel and conducting employee education.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of Alabama.

* Inactive