Carol has extensive background working with all aspects of retirement planning. Her primary focus is education and guidance for individuals in and near retirement to achieve their retirement goals. Carol creates lasting relationships with her clients and is thrilled to help guide them as they make life changing and legacy decisions. With the proper estate and retirement planning tools she designs a holistic strategy for her client’s future.
Carol is active in her community where she serves on the UW Carbone Cancer Center Advisory Board and is Co-Founder of Gunning For Hope Foundation.