Carolyn graduated in May 2013 from the University of Wisconsin-Oshkosh, where she obtained her Bachelor of Arts Degree in Business Administration. She majored in Finance and minored in Financial Planning with an emphasis in Tax Planning. Carolyn holds her FINRA Series 7 and 66 licenses, along with Life and Variable Life insurance licenses.
As a young professional, Carolyn is excited to bring new ideas to the table and advocate for the younger generation of clients. She is passionate about educating the millennial generation in financial wellness and created the blog, Centsible Millennial, as an educational resource.
She is a resident of Milwaukee, WI where she lives with her husband, Josh. She is a big fan of DIY projects and loves living a healthy and active lifestyle.
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