Meet Caroline


As our Client Relationship Associate, Caroline works with Debbie and Rob on special projects, including distribution planning analysis and Roth conversion reviews and analysis. She also utilizes special software to analyze the risk of client portfolios as well as help with client onboarding.

A graduate of Wellesley College with a bachelor’s degree in economics with a concentration in classical studies.

Outside of work, Caroline enjoys baking and reading. She also enjoys traveling and would like to visit Portugal and Morocco someday.


Favorite foods:

Sushi, peanut butter & apples

Favorite holiday:


Favorite book:

Harry Potter

Favorite movie:

The Mummy


Baking, traveling, and reading

Caroline’s travel list:

Portugal and Morocco

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