Leveraging more than 20 years of experience in public accounting, Carol brings a wealth of financial expertise and accuracy to the back office operations of ClearPlan Wealth Management. She has tax, audit, financial statement preparation and business accounting experience with a range of national companies, including Ernst & Young, Arcata Graphics, Bon Secours Health Systems, USF&G and Rusk & Company.
Carol obtained her Associates of Art degree in accounting from Villa Julie College, now know as Stevenson University. Upon further study, she earned a Bachelor of Science degree in accounting from University of Baltimore.
Previous leadership positions include those at Carrol Manor Elementary, Boys Latin School of Maryland and Roland park County School. Carol is well-versed in both personal and Business tax preparation.
Outside of the office, Carol is active in her community. She has held the volunteer position of treasurer at Trinity Church Day School for the last 12 years. In her spare time, Carol enjoys cycling, golfing, hiking and gardening, as well as entertaining friends and family at her home in Phoenix, Maryland.
An empty nester, Carol frequently travels to Washington, D.C., with her husband, Troy, to have fun with their son, Tyler, and daughter, Taylor.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investments advisory services are offered through Raymond James Financial Services Advisors, Inc. ClearPlan Wealth Management in not a registered broker/dealer and is independent of Raymond James Financial Services.
Raymond James does not provide tax or accounting services.
Raymond James is not affiliated with any of the companies mentioned.