Carolyn’s Business Philosophy:
I am enthusiastic about working with people and small business owners who have financial goals and want to develop a partnership with me to reach those goals.
I believe one of my purposes is to be in the financial industry. My goal is to educate, clarify, and make things simple to help my clients make informed choices for their financial well-being.
I am a person who brings change to people with the desire to have a financially savvy life for their families and their small businesses, so they can transition smoothly during the life changes that will come about.
I do this by listening to you describe how you want to live your financial secure life and the legacy that you want to leave for your loved ones. I gather your financial data, make notes of your goals, and your time horizon. Thereafter, we begin to design your financial plan before retirement and in retirement. We, also have annual checkups to see if you are on target or if something changed.
- We offer investment strategies with downside protection for unpredictable markets
- We offer insurance solutions which are an important foundation to all financial plans
- We assist you with creating a legacy for future generations
- We help protect your family from life’s unexpected challenges
I am an Investment Advisor Representative (IAR) with Global View Capital Management. I have worked in the Insurance industry for over 24 years and as an Investment Advisor Representative for over 15 years. I changed my securities license to 65 because of my desire to help people navigate the challenging investment markets.
I am a graduate of Governors State University with a Bachelor’s in Business Administration.
Family is important to me. I have a husband and we have united five adult children, a number of grandchildren and grand dogs together.
I love being involved in Organizations that can change lives. I have or presently sit on boards that causes a change in people’s lives.
Because I believe in being a part of change. I have and presently work with campaign election teams to elect a candidate for city council, mayor and US Congress that I believe will work for all the people.
I look forward to having a conversation with you soon.