Carol specializes in helping clients understand their investments. She is not just a financial planner and investment manager but loves her role as a financial coach and cheerleader. “Money is such an emotional topic. I think of what I do every day as financial counseling more than just focusing on dollars and cents.”
Our recognized, holistic wealth management process allows us to partner with you as your complete financial advocate. Our team works in equal parts as your investment manager, financial planner, coach, and personal guide.
Investing can seem like a daunting task when your financial needs constantly change. Our team can help actively manage your investments and take advantage of each stage to maximize growth potential for you and your family.
THREE THINGS ABOUT ME
Mom to two kids, a son and a daughter
I love to hike, take trips in our camper, and visit national parks
I'm an avid reader--always looking for new suggestions!