A graduate of Alfred University with a Bachelor of Arts degree in Elementary Education, Caroline holds Series 6, 63 and 65 securities licenses plus state life and health insurance licenses.
As a First Command Financial Advisor, Caroline is committed to helping her clients pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family she serves.
Married with one child, Caroline has been an active-duty Army wife for more than 15 years. She's served in various leadership roles in Family Readiness Groups at Fort Bragg, Fort Benning, Fort Drum, and Fort Irwin. She is currently involved with the Fort Belvoir Army Community Services (ACS) Deployment and Mobilization Organization. An avid reader and student, Caroline learned Arabic through the Army Defense Language Institute (DLI) before moving with her husband to Morocco for two years. She enjoys exercise, reading, and spending time with family and friends.
- Comprehensive financial planning
- Investment strategies
- Retirement income planning
- Education funding solutions
- Asset allocation and management
- Insurance solutions
- Risk management
This material contains a testimonial from a client of First Command Financial Services, Inc. and/or its affiliated entities (together "First Command"). The testimonial was provided by the client on a strictly voluntary basis. First Command has not paid any direct or indirect compensation to the client for the testimonial and is unaware of any other material conflicts of interest. The testimonial may not be representative of the experience of other First Command clients and is no guarantee of future performance or success.