Carole immigrated to the USA in 1977 from the United Kingdom. She was fortunate to be able to work full time and pursue an undergraduate degree in 1987. She graduated from Sacred Heart University in Fairfield Ct. where she received a BS in Finance. At that time, she entered the Financial Services Industry.
After 17 years, she has learned from numerous clients that she's worked with in the retirement planning world that people had a tremendous need not only to focus on retirement planning, but focus on their total financial house. She joined Voya Financial Advisors, Inc. in 2007 as a Financial Adviser.
Through this relationship with Voya Financial Advisors, she joined Kylén Financials Inc.. Kylén Financials Inc. was searching for a southeast financial planner to partner with. Our planning philosophies matched and she was honored to represent Kylén Financials Inc. in the southeast with an office located in Suwanee, GA.
Her job is to investigate the financial concerns of my clients, develop a plan of action, and implement and monitor the plan.
Although her clientele is diverse in age and gender, over the years she has had a passion for helping women, so she has done so through offering seminars designed to inform women to be more comfortable with the subject of money. She is a strong supporter of women's issues and proud to be a member of the national group Women in Insurance and Financial Services (WIFCS).