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Carro Wealth Story

Helping clients work toward financial independence through planning. 

A Passion for Making a Positive Impact on Clients’ Lives

I feel very fortunate that I get to help people every day by doing what I love to do. While I didn’t always know I would become a financial advisor, I did know that I wanted a career that allowed me the opportunity to make a positive impact on people’s lives. With more than 25 years of experience working as a financial advisor, my passion has never wavered.

I founded my own independent firm with a clear vision in mind: to offer professional advice, personalized strategies, and ongoing education in order to help clients better understand their opportunities and confidently pursue their financial goals. I first built my career in the corporate business world. Through my experiences, I discovered the many real world financial issues professionals and business owners face. This knowledge helps me relate to the many working professionals and business owners I serve.

With the support of independent broker-dealer LPL Financial, I have access to a vast range of products, tools, and up-to-date market research that allow me to provide my clients a higher level of service. Pairing my technical resources and knowledge with my passion for helping, I seek to serve as an advocate for my clients, helping them with their greatest financial concerns.

As a member of the community for several years, I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about. I truly care about my clients’ financial success and want to work with you to develop comprehensive financial strategies that are as unique and personalized as your goals.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."