Education is important to me, and it is through education and communication that I help my clients understand the "how" and "why" behind their investment strategies. It is important to me that my clients feel informed and confident in their financial strategy. I spend time getting to understand what is important to you and then build everything we do around that.
Our branch team provides highly personalized service - all aspects of our business are aligned to help us better understand and meet our clients’ goals. Relationships are key, so we meet face to face with our clients to build strong, lifelong partnerships. However, we're not alone - the firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
Born in Calgary, Alberta and raised primarily between there and Anchorage, AK, I now live in Kent, WA near Black Diamond. My family loves outdoor activities like camping and boating throughout the state. My husband is a small plane enthusiast that enjoys flying his Clipper or RV with friends. I enjoy playing on my paddleboard on any of the numerous lakes surrounding us.
As an advisor, I know how stressful dealing with finances can be. My mission is to give you peace of mind and to help you secure your financial future. Whether you are working towards retirement, saving for education, creating a legacy, or running a small business, we will work together to develop your personalized strategy to ensure your family's financial well-being.
- Wealth Strategies
- New Investors
- Portfolio Reviews
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
My Personal Interests
- Outdoor Enthusiast
- Sports Enthusiast
Office Address22125 SE 237th Street
Maple Valley, WA 98038
Phone NumberCaroline A Whitlock at (425) 413-0882
|Mon||08:30AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 03:00PM|
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