Director – Private Client Group
Caroline joined SCS Financial Services in 2012. As a Director primarily based in the Los Angeles office, Caroline works with families to develop customized investment strategies that meet their needs including strategic allocation, investment portfolio design and construction, the coordination of estate plans, and cash flow planning. Prior to working in the Los Angeles office, she worked on the Boston-based client service team for over 6 years. Caroline earned a B.A. in Economics from the Honors Program at the College of the Holy Cross and is a CERTIFIED FINANCIAL PLANNER™ practitioner.