Carolyn is a Certified Financial Planner with a focus on business owners and pre-retirees. She helps her clients with unique retirement planning.  Her approach includes both traditional stock market as well as alternative investments all integrated into one focused financial plan to help meet your financial goals. She uses her trademarked system "Millionaire Matters" to help her clients "Speed up your journey to wealth".

Carolyn currently holds the designations of Certified Financial Planner and Accredited Asset Management Specialist.  She has been a financial planner since 1995 and holds many licenses including a series, 7, series 63, series 65, Nevada Life, health and annuity insurance licenses as well as being licensed as a Nevada Real Estate Broker.  She uses the real estate license to send referrals to other qualified professionals to integrate real estate into her clients portfolio if they wish.

Carolyn opened her own registered investment advisor practice in 2008 to offer a truly unique financial approach for her clients that includes all investment types including both traditional stock market investments and other "alternative" investments all integrated into one financial plan to help her clients reach their goals quicker.

Carolyn is also a specialist in both traditional and "Self-Directed" retirement plans including 401ks, Defined Benefit, Profit Sharing, SEP's, SIMPLE's, and traditional and ROTH IRAs, and has many years of experience in setting them up properly.

If you are looking for a truly rounded approach to your investment needs, you will find such an approach at A to Z Asset Advisors, with Carolyn.