Carol joined the team in September of 2010 with over 15 years of executive and office management experience in the financial industry.
Carol’s diversified experiences and dedication to our clients is exemplified in all aspects of her work. Her token phrase is, “What can I do for you?”. Carol works closely with Elden, developing and implementing all aspects of client financial plans along with keeping the team focused and organized.
Carol holds her mutual fund and Life Licenses, her Investment Funds Operations course, and has recently obtained her Certified Executor Advisor (CEA) designation.