Contact Info
As an experienced financial and investment advisor, Carol guides individuals, business owners, corporate clients and non-profit organizations through the intricacies of asset allocation strategies, fixed income portfolios, annuities and retirement planning.
Carol had a long and successful career as a loan officer and personal banker prior to joining Umpqua Investments in 1998. She seeks to design well-balanced portfolios and achieve conservative growth of assets while minimizing risk through asset allocation strategies.
Carol maintains her FINRA Series 7 and 65 registration, as well as life and health insurance licenses in Oregon.
Carol was born in Roseburg, OR and grew up in Roseburg where she and her family still reside. She and her husband Randy, have 2 children, Aaron and Cole.