Carol prepares annual reviews for Carter Advisory Services clients. She also assists with new cases and special projects as needed.
Prior to joining Carter, she worked as a financial planning analyst at VeraVest Investments and for several independent financial planners in the metroplex. Before switching to financial planning analysis, Carol was a human resource business analyst for a major corporation for more than twenty years.
Carol graduated with a B.Ed. in Mathematics and a M.S. in Accounting from the University of Wisconsin at Whitewater. She is very active in her church and enjoys traveling, theater and reading.