Carol is a Certified Financial Planner and a Life Underwriter Training Council Fellow (LUTCF).
Having entered the financial services industry in 1981, Carol has built a clientele specializing in educators, employees of Non-Profit companies and organizations, corporate rollover clients and surviving family members. The practice focuses on the advantages of using asset management and “wrap fee” programs through Cetera Advisor Networks LLC.
As a former educator, Carol believes in informing clients and involving them in the process to provide ownership. Understanding terminology and risk tolerance analysis are some of the essential steps used to arrive at the appropriate Financial strategy.
Carol is an active member of the Financial Planning Association and the National Association of Insurance and Financial Advisors and has served as past president of the National Association of Woman Business Owners and the Omaha Association of Life Underwriters. She is an Investment Advisor Representative with Cetera Advisor Networks LLC.