Caroline has accomplished more than most will in a lifetime:
Authoring four children’s books, presenting a TEDx Talk—even serving as the inaugural Miss Pennsylvania Volunteer.
She’s also already found her dream career: Helping people find financial comfort. And Caroline’s in it for the long haul to help individuals, families, businesses, and nonprofits achieve that goal for generations to come.
She considers herself gritty, never afraid to put in the work, no matter how long it takes. Caroline thinks in terms of decades, not months or years. Her roadmap for building client wealth is pages long, not a paragraph.
Live and Learn Vibrantly
The first thing clients notice about Caroline is her endless energy. She throws this same passion into all she does, including her education.
Caroline graduated Summa Cum Laude from King’s College with a Bachelor of Science in Business Administration—with a double major in Management and Marketing and a minor in Leadership Studies. She also graduated with a Master of Science in Personal Financial Planning from the College for Financial Planning.
Caroline holds her Series 7 and Series 66 FINRA registrations, as well as her PA Life and Health Insurance Licenses. She also earned the Chartered Retirement Planning Counselor™ designation and the Chartered Retirement Planning Specialist™ designation from the College for Financial Planning.
But the most important thing she’s learned isn’t in a book. It’s that real results happen when you really listen, cut through the noise, and understand what a client truly needs. And she listens with the same intent as she does everything else.
Caroline and her business partner established the tenth office of The Princeton Group on Frankford Avenue, the main commercial street in Philadelphia’s Fishtown neighborhood, with a mission of making wealth management more transparent, accessible, and authentic.
She is active in the Fishtown, Philadelphia community as the Co-Founder of Fishtown Connect and a Board Member of the Fishtown Kensington Business Improvement District (BID).
Outside the Office
Caroline is a stranger to sleep. At this very moment, she may be performing as a classically trained pianist, training for her next marathon, or writing another book… quite possibly all at the same time.