Professional
Carolyn: Passionate, Creative, Financial Advocate
Blending Art and Finance with a Touch of Creativity:
Carolyn is not your typical financial advisor. With a unique blend of artistic passion and financial expertise, she's dedicated to empowering creative individuals with the financial literacy and confidence they need to thrive.
Understanding the Needs of Creatives:
As a classically trained violinist, Carolyn deeply understands the financial challenges artists face. She leverages this experience to connect with creative communities, helping them achieve their financial goals with a personalized and compassionate approach.
Personal
Carolyn was born in Massachusetts to a concert-violinist mother and computer software engineer father. She followed suit and pursued music growing up, earning both her bachelors and masters from Syracuse University.
Her passion for finance started at a young age and quickly developed into a career over the course of the pandemic. Carolyn is married to her college sweetheart Brian, and in her free time, you can find them walking their yorkipoo Lula around the Newport Cliff Walk.
Here are my areas of expertise
Financial Planning
Investment Planning & Strategies
Life Insurance Strategies
Disability Planning
Retirement Planning & Income Strategies
Long-Term Care Planning
Estate Planning
Charitable Planning
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
