Carol Anderson

Owner | Managing Member

With over 35 years of experience, Carol helps you to feel confident about your planning. She is the past president of the Oak Brook Financial Planning Association, and has been a member of the Du Page County Estate Planning Council and the Chicago Council on Planned Giving. She was a board member of DuPage PADS, a homeless non-profit advocacy organization in her community. She is passionate about helping animals to find loving homes and has adopted and fostered dogs. She attends training events and conferences to stay current on planning issues.

Carol has passed the Series 65 and Series 63 State Securities Law Exam and has passed the Series 3, Series 5 and Series 7 Exams.  She holds licenses in:   Arizona, California, Colorado, Florida, Illinois, Indiana, Minnesota, Montana, North Carolina, and Virginia.

Fax 630-357-1595
Mobile Phone 630-205-5355