With over 35 years of experience, Carol helps you to feel confident about your planning.
She is the past president of the Oak Brook Financial Planning Association, and has been a member of the Du Page County Estate Planning Council and the Chicago Council on Planned Giving. She was a board member of DuPage PADS, a homeless non-profit advocacy organization in her community. She is passionate about helping animals to find loving homes and has adopted and fostered dogs. She attends training events and conferences to stay current on planning issues.
Carol has passed the Series 65 and Series 63 State Securities Law Exam and has passed the Series 3, Series 5, and Series 7 Exams. She holds licenses in: Arizona, California, Colorado, Florida, Illinois, Indiana, Minnesota, North Carolina, and Wisconsin.
You only get one life. Make it a great one with a financial plan.
The Anderson Wealth team and I are delighted that you are interested in learning about financial planning and how we can help you achieve your goals. With over 35 years of experience, we help you to feel confident about your planning.
Using our state-of-the-art financial planning software and extensive industry experience, my team is focused on maintaining the highest standards of integrity and professionalism in our relationship with you.
Supporting Dog Rescue Efforts
For many years, my family and I have rescued, fostered and found perfect homes for dogs and puppies. Most of them come from high kill shelters in Kentucky, Southern Illinois and Indiana.
When you are considering a dog or cat, adopt don't buy. Go to petfinder.com if you are looking for a particular breed.