In today's competitive economic environment, it's more important than ever to choose your Financial Professional with the experience, knowledge and versatility to add true value and educational programs for your employee benefits without added cost or cumbersome paperwork.
Carol has served Franklin County business owners and Individuals as a career agent with MetLife for 21 years then joined the Carillon Group in January of 2011 and has worked with businesses ranging from 2 to 1,400 employees with their 401(K), 403(B), 457(B), Disability Income, Deferred Compensation and Executive Life Insurance Planning. Whether you're an Individual or Business Owner with questions regarding retirement savings, life insurance or disability needs, you have her personal commitment to assist you in creating an effective plan for your family or business.
Carol is a lifelong resident of the Franklin County area and serves several multi-generational business owners and individual clients in developing financial strategies for 401(K) Rollovers, Pension Transfers, IRA consolidations, Lump Sum distributions, Fixed and Variable annuities, Retirement Building, 529 College Plans, Long Term Care Insurances, Income Planning, Business Succession utilizing Life Insurance policies and Estate Conservation strategies.
An eight year Qualifier of the prestigious Million Dollar Round Table, a graduate of the Life Underwriters Training Council. She is a 25 year member of the National Association of Insurance and Financial Advisors and past VP/Treasurer Chair of the East Central Association of Life Underwriters and past Public Relations Chair of the Missouri Association of Life Underwriters.
Carol enjoys family time, gardening, wildlife photography, birding and world travel. You are invited to contact her 24/7 on her cell at 636.667.3505 or firstname.lastname@example.org