Mission

My mission is to help individuals and families get educated and be strategic with their finances. I want to be a partner in your planning process beginning with a simple conversation; how do you see your past, present, and future? As a former educator, I am passionate about financial literacy and know firsthand that knowledge is the beginning of achieving your financial dreams.

Carolyn with her Daughter reading a book

Values

Finances can be emotional. I value the vulnerability and trust required to seek financial guidance when working towards your personal vision. Backed by the strength of Northwestern Mutual, I will be a compassionate ally in your financial journey, as you navigate all the ups and downs life brings. Your success is my success.

 

Mount Hood from the PDX Office

Let's Get Started

Are you ready to get started? Here is a snapshot of next steps:

  1. Schedule an initial meeting with Carolyn
  2. I will get to know you, like really get to know YOU -- your feelings around money, your family dynamics, your most important goals, hopes, and dreams, and lastly, your finances
  3. We will analyze and test your current scenario, collaborate with you to design a meaningful plan, and partner with you to put that plan into action
  4. I will stay in touch, year after year, to help keep you on track, and make adjustments as life inevitably changes

The Role of Financial Planning

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4