Carl A. Loden
Keiter Stephens, Glen Allen
Title: Principal
Birthplace: Mississippi
Education: Bachelor’s degree in accounting, Mississippi State University; master’s in taxation, Virginia Commonwealth University
Wife: Cheryl
Children: Kevin, 29; Brian, 26; Randy, 24
Hobbies: Tennis
Favorite vacation spot: Punta Mita, Mexico
Fan of: Mississippi State sports teams; Washington Redskins
Recently read book: “The Big Short: Inside the Doomsday Machine” by Michael Lewis
First accounting job: Working for the Internal Revenue Service in Washington, D.C.
Career mentor: Bill Simmons, Mississippi State accounting professor
How did you become interested in personal financial planning?
“As a partner with a Big 4 accounting firm, I was responsible for providing tax services to company executives. In that role, I quickly learned that clients were very appreciative of recommendations related to their personal financial affairs. I gained personal satisfaction from helping clients achieve their goals. As such, I began to focus my attention on becoming knowledgeable in a broad area of financial matters, which has led to a very satisfying and rewarding career.”
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