Westminster, CO 80031
Carol joined MidWestOne Investment Services in May 2018. She serves our Colorado market with her Series 6, 63 and 65 Securities Registrations through LPL Financial and maintains her Life/Health Insurance licenses in multiple states. Her CRPS designation adds another level of experience in retirement planning for both individuals and businesses (CRPS conferred by College for Financial Planning).
As an independent financial planning strategist since 1990, Carol can provide objective advice and access to a wide variety of products and services. Using a consultative approach in working with clients and building that relationship, she will then create a custom-designed comprehensive strategic program to help ensure that your investment, tax and legal plans all work together in today’s complex financial environment. Carol is passionate about the process of fitting together the puzzle pieces that comprise each client’s unique financial situation, while building a long-term, trusted relationship with them and their family. With an unwavering commitment to delivering exceptional, timely service to all clients, she takes care of as many details as possible, so that you can spend time on personal priorities.
Carol has lived in Westminster, CO with her husband, Ed, since 1992. She enjoys spending time with their son and his wife, as well as extended family and friends in the area.