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Team

At Carol Holm Financial, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 
Carol is an Advisor with Centaurus Financial. With over three decades of experience and training, Carol has a diverse understanding of the complete financial and retirement planning process. She also has advanced knowledge in estate...

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Cami is an Advisor with Centaurus Financial. Cami has spent decades in the business, managing portfolios and estates successfully. She has an in-depth knowledge of market products and investment strategies and builds and maintains...

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Jackson is an Advisor with Centaurus Financial. Prior to joining CHF, he held various positions within the financial services industry. His investment career began with Euro Pacific Bank (an offshore Investment Bank), he also held...

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