Profile

Carol, based in Tucson, AZ,  Dublin, Ohio, and Westlake, Ohio is a fee-only financial planner and influential leader who has successfully managed many multi-million dollar endeavors. She has over 20 years of business experience with more than 15 years in financial services.

She 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 National Speakers Association. Carol is also 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.

Credentials

Carol is a CERTIFIED FINANCIAL PLANNER™ professional and a Registered Investment Advisor with the State of Arizona and Ohio

Education

M.S. - The Ohio State University, Financial Planning Certificate - Boston University, B.A. - St. Francis University

Author

Keep Investments Simple But Sweet
Coming Soon: Money: Keep It Simple but Savvy