Carol is a CFP® and CPWA® professional with over 20 years of experience as a financial planner and relationship manager. As Vice President and Senior Relationship Manager for Kendall Capital Management, her primary responsibilities include providing comprehensive financial planning services for new and existing clients while implementing periodic wealth management strategies and professional nagging services. In addition to providing actionable advice, Carol and her team strive to provide excellent service their clients can count on through good markets and bad. She works with estate attorneys and accountants to help their clients enjoy a comprehensive financial planning experience.

Carol began her career with American Express as a financial advisor in 2001. After seven years, she joined Morgan Stanley as a senior client service associate, in order to continue to develop her client service skills working with high net worth individuals. She became passionate about working with seniors, their families, and helping them feel more confident and less stressful about their financial position. She joined Kendall Capital in 2014 to work in an RIA firm that enables her to focus on the goals and concerns of the Middle-Class Millionaire® as well as to help them strategize on charitable giving and multi-generational gifting. She also enjoys educating clients via webinars and videos in addition to co-writing the book, “Middle-Class Millionaire Women” to share stories from client experiences to motivate and inspire women of all ages and backgrounds.

Carol earned her Bachelor’s Degree from The George Washington University School of Business, received her designation as a CERTIFIED FINANCIAL PLANNER™ in 2012, and her Certified Private Wealth Advisor® certification in 2021. She is a local from Kensington, Maryland and enjoys taking her son skiing or towing their camper to historical sites and beaches.