“We’re in this together. This whole process can only be as successful as you make it.”
Carolyn Rowland began her college journey pursuing a degree in accounting, and she quickly switched gears after realizing her true passion was financial planning. At the time, her father owned a financial services business. It was his commitment, passion, and service mindset towards his clients that inspired Carolyn to study financial planning. About 18 months after graduation, she joined her father’s practice as an Associate Advisor. Now, nearly nine years later, she serves as owner and lead financial planner of Resilient Wealth Planning.
Tune into Episode 187: Finding Your Financial Teammate, as Carolyn joins Cambridge CEO Amy Webber to discuss:
- How her father influenced her decision to join the financial services industry
- Why she’s passionate about being a ‘financial teammate’ to her clients
- How offering both tax services and financial planning helps her firm stand out
About Carolyn Rowland
Carolyn Rowland has been in the financial services industry since 2014, joining her father’s firm as a Associate Advisor. In 2020, she founded her own business, Resilient Wealth Planning, built on the foundation of financial planning first. She is passionate about being a teammate to her clients and helping them feel empowered along their financial journey. As a CERTIFIED FINANCIAL PLANNERTM and an Enrolled Agent, Carolyn pairs financial planning and tax return preparation in her practice to bring the greatest value to her clients by specializing in strategic tax planning and retirement income planning.
Carolyn is based out of Brookfield, WI where she lives with her husband, Josh. They welcomed their first child, Mara in August of 2022.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA & SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Resilient Wealth Planning and Cambridge are not affiliated. Cambridge does not offer tax or legal advice.
About Cambridge Stronger
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.
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