Please meet our Client Relationship Director.
Caroline was born and raised in Raleigh, North Carolina which may explain how she knows half of the city and may even know you. Before making the decision to spend at least 12 hours of her day dedicated to helping me help all of you, learning the industry and earning her stripes, she had a long, prosperous soccer career (and social life). Caroline played locally for CASL (now NCFC) growing up and then graciously accepted an opportunity to pursue her love of the game at Villanova University. When she was not busy lacing up her cleats or traveling for games, she was active in the classroom earning B.S. degrees in Marketing and International Business. Following graduation in June of 2017, Caroline moved to the small town of Chum, Saeng Thailand where she spent an incredible 8 months teaching English, testing her tolerance for spicy food and immersing herself in the beautiful culture.
Despite those phenomenal experiences, her intrinsic desire for personal fulfillment had not been achieved. Thankfully, she leaped at the opportunity for satisfaction through the world of finance and wealth management. Each day she displays a vehement aspiration to create a
meaningful relationship with whoever walks through the office door or crosses her path. Her constant effort, diligent attention to detail, humongous heart and impressive sense of humor are only a few of the reasons you will enjoy having her on the team .