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Carol has a bachelor’s degree in business administration from Bellevue University. She is responsible for the new client onboarding process as well as the day-to-day client service responsibilities. Carol has several years experience in supporting management teams in marketing, retail, and the non-profit industries before joining Stevens Capital PartnersSM.
She brings a tremendous work ethic and enthusiastic personality to Stevens Capital PartnersSM and our clients. Carol believes having a positive outlook and a readiness to learn are the keys to personal growth.
She and her husband Tom have 2 young adult sons and a teenage daughter. In her spare time Carol enjoys bleacher time at high school and club volleyball games, gardening, reading, baking, and walks with her dog.
She brings a tremendous work ethic and enthusiastic personality to Stevens Capital PartnersSM and our clients. Carol believes having a positive outlook and a readiness to learn are the keys to personal growth.
She and her husband Tom have 2 young adult sons and a teenage daughter. In her spare time Carol enjoys bleacher time at high school and club volleyball games, gardening, reading, baking, and walks with her dog.
At Stevens Capital PartnersSM
Our services aren’t limited to traditional financial planning and
wealth management. We are your “partners” and a trusted resource for all your needs.
We listen. We strategize. We engage. We resolve issues.
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