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Carole McKeown

Senior Associate

Denver

Client Advisory

Biography

Carole is a Senior Associate in the Denver office. She assists with financial planning with new and existing clients, and provides day-to-day client service, client meeting preparation, and support for the partners. 

Prior to joining Cerity Partners, Carole spent 24 years as a Wealth Strategist for Janiczek Wealth Management preparing and presenting financial plans, along with providing top notch client service on a daily basis. Carole also was a part of the compliance team as coordinator with the CCO and FINRA to make sure compliance tasks were completed in a timely manner. 

Learn more about my practice.

Highlights

  • FPQP (Financial Paraplanner Qualified Professional)
  • Holds a licensed life and health insurance designation

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.