After an extensive career in Human Resources, Carol earned her mortgage license in 2004 and began focusing on reverse mortgage loans in the past few years. “I had the opportunity in my personal life to work closely with seniors and something clicked,” Carol says. Soon her passion became helping seniors meet their financial goals by accessing a portion of the equity in their homes. She enjoys using her people skills and her deep knowledge of the reverse mortgage industry to educate her clients — as well as financial professionals, realtors/builders, and the in-home care industry — on the use of equity in retirement planning. Her consultative approach explores both long and short-term financial goals.
“I honestly share the benefits as well as the risks and obligations of a reverse mortgage loan. I want my clients to be able to make decisions that allow them to have the retirement they desire.”
Carol volunteers with her local community center’s Academy of Continuing Education where she teaches their senior members about reverse mortgage loans. She also serves on the Partnership for Aging, a not-for-profit group, focusing its energies on enhancing the lives of mature adults. She resides in Palm Beach County, FL.
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