About
Carol
Carol’s primary focus is on the development of client account relationships and new business activities. She is working toward her CFP® designation and is the point person in the Madison office regarding financial planning for clients and prospects. Carol joined Focus Partners Wealth in 2026, after working at Kovitz. She previously was with Winslow Capital (Nuveen). She began her career in 1988, maintaining a consistent focus on advising institutional and individual clients on asset allocation strategy and investment manager analysis.
Carol lives in Madison, Wisconsin, with her husband Brian. In her spare time, you’ll find her with their three adult children, son-in-law, and grandson, cheering on Badger sports, playing golf, and baking.
Education and Professional Milestones
-University of Wisconsin-Madison – bachelor’s degree in finance
-Georgia State University – Master of Business Administration
Carol’s primary focus is on the development of client account relationships and new business activities. She is working toward her CFP® designation and is the point person in the Madison office regarding financial planning for clients and prospects. Carol joined Focus Partners Wealth in 2026, after working at Kovitz. She previously was with Winslow Capital (Nuveen). She began her career in 1988, maintaining a consistent focus on advising institutional and individual clients on asset allocation strategy and investment manager analysis.
Carol lives in Madison, Wisconsin, with her husband Brian. In her spare time, you’ll find her with their three adult children, son-in-law, and grandson, cheering on Badger sports, playing golf, and baking.
Education and Professional Milestones
-University of Wisconsin-Madison – bachelor’s degree in finance
-Georgia State University – Master of Business Administration