My father worked on the North Slope of Alaska while I was growing up – it was during the oil boom years of the 1970's and we had enough money to live comfortably. However, when my mother became sick with cancer, our world changed. While we had always been able to afford what we wanted, my parents didn't have a financial plan or know what to do if something should happen to either of them. I watched my father struggle to pay the bills and learn how to navigate life without my mom. I now work at Edward Jones to help make sure this does not happen to my own family or to my clients.
I serve individual investors, families and businesses throughout Puget Sound, including Black Diamond, Maple Valley, Enumclaw, Kent and Seattle. My primary focus is female investors that want to be engaged in the investment process and are interested in making good financial decisions. I also work with professionals, primarily in the fields of education and medicine. They don't need to have investing experience but are in a stage of life where they understand the value of investing and working towards a goal.
I was born in Calgary, Alberta and raised between there and Anchorage, AK. My husband works for Boeing, while our two children work at the University of Washington Hospital and Costco. I love to paddleboard, ski, do fun runs with friends and family, and volunteer at the Black Diamond Community Center. Prior to joining Edward Jones, I worked for MetLife Capital Corporation in Bellevue as their senior cash manager, and then while raising my children, I spent 28 years teaching math and French to high school students.
My upbringing showed me that money can give you freedom, but unforeseen circumstances can change everything. Most importantly, I've learned you can prepare for your future and still enjoy today if you have strategies in place to help make it happen. I'm committed to empowering my clients so they can enjoy life with confidence and comfort.
- 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||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 03:00PM|
|Sat||08:00AM - 02:00PM|
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