Caroline serves as an Investment Advisor with 1900 Wealth Management, supporting senior advisors in delivering comprehensive investment strategies and exceptional client service. She builds meaningful relationships with clients, providing personalized financial guidance tailored to their goals and long-term success.
Born and raised in San Antonio, Caroline takes pride in serving clients in her hometown. Her experience spans financial planning, investment analysis, and client management through previous roles with Jefferson Bank, Sanger & Altgelt, LLC, and 49 Financial.
Caroline graduated with honors from Montana State University, earning a Bachelor of Science in Business Management with a minor in Economics. She also holds a Master of Business Administration from IFA Paris.
Experience & History
- Investment Advisor – 1900 Wealth Management
- Financial Advisor – 49 Financial
- Research Intern – Jefferson Bank
- Account Executive – Sanger & Altgelt, LLC
- Bachelor of Science in Business Management, Minor in Economics – Montana State University
- Master of Business Administration – IFA Paris