meet the team
Carolina provides a unique perspective being married to a police officer and Army veteran. She understands how military and first responder families are affected by challenges that the job brings, knowing that personal finances can often take a back seat. The stress of the job is enough in and of itself, so Carolina is committed to being your trustworthy resource in financial planning.
As a former military wife, she learned K.I.S.S. (keep it simple, stupid). She carries this through her mission in making retirement planning approachable for everyone – by getting to know you and not complicate things with fancy words.
Along her bachelor’s degree in finance from the University of Florida, her financial designations currently include Series 7, Series 66 and Life & Health Insurance licenses in FL, TX and WA.
Above all, she values time with her family, they are her greatest motivation and biggest support. She and her husband have one son and they enjoy being outdoors in the Florida sunshine and cheering on their favorite sports teams.