Nearly a decade ago, I founded Carlton & Company Financial, an independent, woman-owned wealth management firm, serving people throughout the nation who are seeking advocacy, organization and strategic direction in their financial lives.
The mission is to remain thoughtful and innovative, balancing the drive for continuous knowledge with bringing my best to each client to deliver the most impact results.
Prior to forming my company, I was a vice president for a financial services firm serving more than 300 advisors nationwide. During my decade-long tenure, I was responsible for business development, advisor relations, marketing and practice management, earning a reputation for driving results, strengthening customer relationships and inspiring talented individuals to meet business objectives.
Raised within a family of financial professionals, I began my financial education when I was eight years old attending industry conferences with my mother, observing. Unbeknownst to me at the time, I was getting ready for the firm I would one day build, by utilizing all the lessons of the past in combination of today’s best practices.
I’m an active member of the WA Women’s Foundation and a board member of Namlo.org. I am a lifelong learner with a love of travel, gardening, reading and spending time with my family. I earned my Bachelor’s degree in political science and history from the University of Wisconsin-Madison, hold the Certified Wealth Strategist (CWS®) and Accredited Investment Fiduciary (AIF®) designations, and have been recognized Seattle Five Star Wealth Manager for the last three years.
- Certified Wealth Strategist (CWS®)
- Accredited Investment Fiduciary (AIF®)
- Accredited Asset Management Specialist (AAMS®)
- Registered Representative (Series 7)
- Investment Advisor Representative (Series 66)
- Life, Variable and Long-term Care Insurance Licensed
- Graduate of the Certified Financial Planning Certification Professional Education Program