Carl J. Kunhardt, CFP®, CIMA®

Carl’s experience as a career officer in the United States Marine Corps has contributed to his discipline and thoroughness in providing high net worth clients with strategic solutions for their wealth management needs.  He has worked with Quest’s largest net worth clients to provide solid financial investment advice designed to help them achieve their financial objectives.


Carl’s unique approach to working with clients and other members of a financial planning team comes from years of leading professional and technical staffs through problem solving to find innovative solutions.


Carl is an avid reader of professional journals and investment, technology and business development publications, which helps him stay abreast of trends and important news that impact his clients.  He holds a Master of Science degree from Troy State University, a Bachelor of Science degree from Southern Illinois University, Carbondale and completed post-graduate certificate studies at the University of North Texas, the Naval Postgraduate School, the Marine Corps Command and Staff College, and the Wharton School, University of Pennsylvania.


A shareholder at Quest, Carl is a CERTIFIED FINANCIAL PLANNER™ professional and has also been awarded the Certified Investment Management Analyst and Investment Management Consultant designations. He is a Registered Principal with Raymond James Financial Services, holding Series 7, 24, 31, 63 and 65 Licenses.  Additionally, he is General Lines Insurance licensed for Life, Accident and Health and is a Registered Investment Advisor Agent with Quest.



Jennifer Calvi
Associate Planner
Jennifer is the point of contact for portfolio performance concerns, risk management, tax issues, retirement benefits, asset allocations and any financial plan updates.  She assists in providing advice, production of review, research and coordinating and implementing action steps.

Jennifer is a graduate of Texas Tech University, where she received her Bachelor and Masters of Science in Personal Financial Planning.  Jennifer first joined Quest as an intern, but has spent the last 4 years as a Staff Planner, writing financial plans and annual reviews in support of the planning teams.  She is currently completing her requirements for her CERTIFIED FINANCIAL PLANNER™ certification.

AnitaMarie Law
Client Service Associate

AnitaMarie is the first point of contact for all client servicing.  She handles all the appointment scheduling for the Kunhardt team, client account changes, deposits to Raymond James accounts, withdrawals or disbursements from Raymond James accounts, and other administrative tasks. 

AnitaMarie brings over 15 years of client servicing and executive administrative support to the Kunhardt team from her previous industry experience with Fidelity Investments.