Meet Our Team

Caroline brings a robust background in customer service and finance to our team. She earned her bachelor’s degree in finance from the University of North Florida in May 2024 and has always had a passion for financial planning — it runs in her family. Caroline knew she wanted to build a career in finance, and joining Wolf Retirement Navigation provided the perfect opportunity to combine her skills with her desire to help people prepare for their futures.

Throughout college, Caroline balanced her studies with work, gaining valuable experience in the financial services industry. She understands the importance of building relationships and is excited to bring that same level of care and attention to our clients.

On a personal note, Caroline’s world became even more exciting in August 2024 when she welcomed her first child, a baby boy! She describes the next few months as the longest and shortest six months of her life — the days were long, and the months flew by. Being a new mom gave her an even greater appreciation for the importance of financial planning and preparing for the future.

Beyond the workplace, Caroline loves being outdoors and spending time with her family, friends, and her two rescue dogs — brothers from the same litter she adopted a year apart. She’s also a devoted Jacksonville Jaguars fan, as evidenced by her season tickets, and she enthusiastically attends games, even during challenging seasons. We are thrilled to have Caroline on board and look forward to the positive impact she will have on our clients and team.