Carol brings with her over 10 years of operational, administrative, and bookkeeping experience to WealthCare Investment Partners. As an Operations associate she supports both the operations and the administrative sides of the business. She assists with the coordination of client meetings, participating in special projects as well as supporting the Operations Manager. Carol is responsible for maintain and updating the Company’s client contact relationship management (CRM) system and preparation of client paperwork using the electronic signature software via DocuSign.
During her free time, Carol enjoys spending time with her two sons; playing golf and is an avid dog lover and owner of Lucy and Lilly.