Caroline joined Crux Wealth Advisors in early 2021 as a Client Service Associate. Caroline’s position is critical to the office because she provides essential support to our clients and the overall practice.
Efficient and successful business operations and superior customer service are some of the top priorities for our team. This is where Caroline’s personable approach, attention to detail, and organizational skills are crucial to streamline business efforts. She is responsible for managing everyday activities such as maintaining and processing new client accounts, scheduling appointments, and coordinating other important office functions that support our financial advisors.
Caroline looks forward to building strong relationships with our clients. She knows that each team member helps our clients attain their goals and works toward both their long- and short-term plans. Caroline genuinely has our clients' best interest at heart and goes above and beyond to serve others. She aims to provide peace of mind to our clients, so they worry less about the financial planning process and enjoy life to the fullest.
Before joining our team, Caroline held multiples positions at South Towns Tennis, including Office Manager, Teaching Professional, and the Director of Tennis. She also spent three years at HarborCenter with Pegula Sports as the Hockey Program Coordinator. Caroline graduated from Mercyhurst University with a degree in Business and a concentration in Sports.
“I love a fast paced life and meeting new people. Maintaining an active lifestyle is so important to me! When I'm not in the office, you can find me doing some form of exercise from playing tennis, running, or hiking with my husband, Mauricio. We also love to spend time with our family and friends, whether it's enjoying our local restaurants and entertainment or spending quality time at home.”