As a Certified Financial Planner, Carolyn is responsible for client services including investment advice and management, retirement planning, and tax planning solutions. She has developed a passion for tax planning and enjoys helping clients optimize their tax strategies and making sure money isn't left on the table.
Carolyn works primarily out of the Northern Illinois office. She is passionate about empowering individuals to take control of their financial journey. She is dedicated to being a teammate for her clients, finding solutions and creating a plan that is specifically tailored and most meaningful for them.
She is a resident of Milwaukee, WI where she lives with her husband, Josh, and their Brittany Spaniel, Winston. She loves spending time with family and friends and living a healthy and active lifestyle. On weekends you can find her drinking a craft beer, likely an Outboard from MKE Brewing Co, and exploring Milwaukee.
Carolyn's words to live by, "Someone else's opinion of you is none of your business" -Rachel Hollis
Ready to make a plan? Click here to schedule a meeting with Carolyn.