As a proud and active member in both the Lake Norman and Amelia Island communities. Carolyn and her husband raised their three children in Mooresville, NC, while maintaining a second home in Amelia Island. As a Certified Financial PlannerTM professional, she has been dedicated to helping her clients and their families build their legacies by executing detailed plans centered around their goals and priorities. The first step is a simple conversation to better understand your goals and expectations. Carolyn is committed to dedicated quarterly meetings and year-end reviews to make sure her team stays on track and maintains personalized service.