Carol Holm, CLU, ChFC
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 planning and business insurance.
Carol has true compassion for her clients as well as their financial well-being. She expands clients' thinking and incorporates not only financial goals but their personal goals in the pursuit of achieving their ultimate success. Because of this, she has built a business that has grown through referrals from satisfied clients and other professionals. This has given her the reputation of being a premier advisor not only in the area but also in the industry.
In providing this personal yet professional service, Carol spends hours researching product data which allows her to assist her clients in choosing the most suitable investment options for their desired financial portfolio. Carol takes pride in the unique service she offers and looks forward to you experiencing it first-hand.
Carol lives in Blackfoot with her husband Dayle. They have five children and sixteen grandchildren.
Carol holds the FINRA Series 6, 22, 62, and 63 registrations.