Finding Your Financial Teammate

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About the Episode:

“We’re in this together. This whole process can only be as successful as you make it.”

Carolyn Rowland began her college journey pursuing a degree in accounting, and she quickly switched gears after realizing her true passion was financial planning. At the time, her father owned a financial services business. It was his commitment, passion, and service mindset towards his clients that inspired Carolyn to study financial planning. About 18 months after graduation, she joined her father’s practice as an Associate Advisor. Now, nearly nine years later, she serves as owner and lead financial planner of Resilient Wealth Planning.

Testimonial statements and personal experience stories may not be representative of the experience of others and is no guarantee of future performance or success. Cambridge Investment Research, Inc. Member FINRA/SIPC