Caroline is an Investment Advisor Representative and Registered Representative with Cetera Wealth Services, LLC. She holds her Series 7 and Series 66 securities registrations, along with her Pennsylvania Life, Accident, & Health insurance license, and joined the firm full-time in June 2023.
In her role, Caroline partners with individuals, professionals, and families, helping them navigate important financial decisions with clarity and confidence. She provides ongoing financial planning guidance, conducts comprehensive portfolio reviews, and has experience with portfolio model trading. Caroline is known for her strong, tenacious work ethic and meticulous attention to detail.
Caroline earned her Bachelor’s degree in International Business and Management from Dickinson College. During her time at Dickinson, she was a four-year member of the Women’s Varsity Swim Team and served as Team Captain. She has also taught swim lessons locally, reflecting her passion for helping others grow and succeed.
As a former athlete, Caroline experienced firsthand how the right coach can help foster discipline, focus, and confidence. Her perspective shapes how she works today as a fiduciary and financial coach for her clients and their families. She helps them define what matters most, make informed decisions, and stay aligned as their lives and priorities evolve.
Dedicated to lifelong learning, Caroline regularly attends educational events to stay current on industry developments and is actively pursuing additional designations. She currently resides in Reading, Pennsylvania, and enjoys spending quality time with friends and family, golfing, and traveling.