Throughout her career, Caroline has helped create peace of mind for her clients by working with them to develop a clear path to financial stability backed by a comprehensive wealth management plan. She works with each client to develop financial and investment strategies that align their specific needs, goals and risk tolerance. Caroline's 34 years of experience in the wealth management industry have taught her how to advise her clients throughout various market cycles, to help guide them to understand the risks and rewards of investing. Caroline prides herself in adhering to the key principals of putting clients' interest first and providing exceptional personal services.
Caroline joined RBC Wealth Management after 25 years as a Financial Advisor with Wells Fargo Advisors, LLC. Focusing on retirement and estate planning solutions, she specializes in asset allocation and tax-sensitive investing. After completing the extensive curriculum at the College of Financial Planning, Caroline earned the CERTIFIED FINANCIAL PLANNER™ certification in 2004. The multi-year CFP® program entails in-depth continuing education courses, training and comprehensive examinations in all areas of financial planning including investments, taxes, insurance, estate, and retirement planning.
A life-long Colorado resident, Caroline lives in Lone Tree with her husband Lars. She is involved in the day-to-day pleasures of her growing family, which includes two sons, their wives and three adorable grandchildren. Caroline also enjoys playing golf, genealogy research, organizing events within her community and being actively involved in her church.