BS in Finance and Economics, University of Richmond
CERTIFIED FINANCIAL PLANNERTM Practitioner
For more than 20 years, Carole has played a key role in the financial success of her client base. As a Retirement Planning Specialist, she focuses on helping individuals save for retirement. And as those clients enter retirement years, Carole works with them to maximize income and see that it lasts for their lifetime. Carole works on both sides of Qualified Plans—helping business owners manage fiduciary responsibilities while educating employees on the importance of saving for retirement and making suitable investment selections.
Carole is well known for her support of the local community. She is an active member and supporter of the Greater Statesville Chamber of Commerce. She is passionate about her work with Iredell Friends of the Library and the Statesville Woman’s Club. Several boards and advisory committees have benefited from Carole’s leadership and participation. Carole's most rewarding work has taken place in the home as a wife and mother.