About

Carol brings over 44 years’ experience in the banking, insurance and financial services industry to her current position as a client service associate with Wealth Enhancement. She previously worked for 18 years at Cornerstone Financial Advocates, before merging with Wealth Enhancement. As a valuable team member, Carol is resourceful, excels at research, and is a skilled problem solver, dedicated to helping clients with all the administrative aspects of their accounts.

Carol lives in Southern California with her husband and two children. In her spare time, she enjoys spending time with her family, volunteering in the community, baking and cooking. Her absolute favorite thing is being at the beach!

Articles by topic

No results for "[current-page:query:keyword]"

We searched through our content archive and didn't find any matches.

Looking for more insights?

Get our newsletter with market commentary, financial planning perspectives, and webinar invitations.

Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.