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. 

Highlights

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

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