Wealth Advisor & Chair Of Advisor Training
Caroline is responsible for managing client data, developing financial plans, implementing recommendations, and presenting information to clients. She assists in answering their daily and ongoing questions as well as managing their investments and other financial matters.
Caroline earned her Bachelor of Science degree in Consumer Economics and Master of Science in Financial Planning from the University of Georgia. While at the University of Georgia, she participated in programs to help people in the community with their taxes and financial problems. She earned her Certified Financial Planner (CFP®) designation in 2020, IRS Enrolled Agent (EA) designation in 2022, and her Certified Divorce Financial Analyst (CDFA®) designation in 2023.
Between graduating and joining the BlueSky team, Caroline spent two years as a Financial Advisor at a financial planning firm in Athens, Georgia. Today, she greatly enjoys helping BlueSky clients create and realize their financial and personal goals.
Caroline lives in New Bern, North Carolina, with her husband.
What do you enjoy most about being part of BlueSky?
What I enjoy most about working at BlueSky is the dedication of its employees and its culture. People here work hard and do their best to make sure clients’ goals are met. Everyone has the drive to ensure they are taken care of well. The BlueSky environment of working together to accomplish a common goal and supporting one another is great.
What does “improving the quality of our clients’ lives” mean to you?
Improving the quality of our clients’ lives means doing whatever is needed for them to realize their dreams. Our most important job is to help them define their goals, tell them what we can do, and explain what they can do to achieve their goals. No matter how big or small, we want them to make their goals happen.
What keeps you busy when you’re not working?
I enjoy spending time in New Bern with my husband and our dog. We enjoy eating out, kayaking, walking, reading, watching sports, and just being outside. We also like spending time with family and friends. And we’re excited to live near a beach for the first time!