Carolyn joined WFG in September 2013 as an LPL Wealth Advisor. She has been in the industry since 2004 and has extensive knowledge of creating customized financial plans for clients for all stages of their financial lives, from the accumulation phase to preservation phase. She also has an understanding of life insurance, annuities and long-term care insurance, and how they can be integrated into a financial plan. By following a disciplined, consistent process, she is able to deliver high quality and personalized service to her clients. Carolyn maintains her Series 7, 9, and 10 registrations through LPL Financial. She also holds life and health insurance licenses.
Carolyn graduated Magna Cum Laude from the University of Kentucky with a BS in Hospitality Management and a minor in business. She attended the University on a swimming scholarship where she was on the SEC Scholar-Athlete Honor roll for three years, the Dean’s List for two and the Distinguished Scholars Dean’s List for two.
Carolyn keeps active these days by training for and competing in triathlons as part of the In & Out Care Express Triathlon Team. She is also married with two children and lives in Williamsburg.