Carol merged her fee-only advisory practice with Southport Capital in May 2017. She has 18 years of hands-on experience as a CERTIFIED FINANCIAL PLANNER™ and Investment Advisor serving individuals and small businesses. Carol grew up in Lansing, Michigan and received her BS degree from Central Michigan University majoring in Computer Science and Music. Carol moved to Los Angeles in 1975 and earned her Master’s degree in Computer Science from West Coast University.
Prior to entering the Financial Services industry in 2000, Carol worked in a variety of computer industry jobs. She led complex technical projects and also helped people learn to use new personal computer technologies. Carol views all technology as tools that enable people to live better lives.
Carol met her partner, Marilyn, in 1985. They married in California in 2008. They have two dogs that roam the large 280 acre park near their home on a daily basis. When Carol is not in the office or meeting with clients, you can find her on a golf course looking for pars and birdies.
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