Based in Tucson, Arizona, Dublin, Ohio, and Westlake, Ohio Carol is a fee-only financial planner and influential leader who has successfully managed many multi-million dollar endeavors. With over 20 years of business experience and more than 15 years in financial services, Carol is an active member of numerous organizations including National Association of Personal Financial Advisors (NAPFA), Alliance of Comprehensive Planners (ACP), Financial Planning Association (FPA), and the National Speakers Association.
Active in the community, she offers financial presentations and planning services to help people with all financial backgrounds reach their goals. Carol can assist you in reducing debt while building financial security and independence, as well as peace of mind.
Carol is a CERTIFIED FINANCIAL PLANNER™ professional and a Registered Investment Advisor with the State of Arizona and Ohio.
Master of Science - The Ohio State University, Financial Planning Certificate - Boston University, Bachelor of Arts - St. Francis University.
Keep Investments Simple But Sweet