Carol is a CPA, has spent her career in the financial services industry and was an EY Senior Manager. She graduated with a BA in Economics and an MBA in Finance and Accounting from Vanderbilt University.
Carol began her career with Peachtree Planning in 2022 and currently works in the Atlanta office. She has a passion for helping her clients on a variety of financial matters including retirement strategies and risk management. Carol develops strategies to help individuals, families and businesses reach financial confidence as efficiently and effectively as possible.
Carol lives in Sandy Springs with her husband Larry and their son Rob. Active in her community, she is a member of the Georgia Society of CPAs, PROWIN, The Riverside Club and a past member of the Sandy Springs Education Force’s School Council. She is also a Leadership Sandy Springs’ alumna and is on the acquisition team for the Vintage Affair, the annual fundraising gala for the Community Assistance Center. In her leisure, she enjoys scrapbooking, traveling, and exploring Atlanta.
Her office is located at 5040 Roswell Road, Atlanta, GA 30342. The phone number is (404) 281-3228 and the fax number is (404) 260-1700.