Aspen Carroll

With a strong foundation in healthcare, Aspen has always been driven by a passion for helping others and making a meaningful impact. She brings the same dedication, empathy, and attention to detail that defined her success in the medical field to her work in finance. As a Client Service Coordinator, Aspen applies her ability to connect with people, understand their unique needs, and provide unwavering support—ensuring that every client feels valued and confident in their financial journey.

Above all, Aspen values the opportunity to make a real difference in people’s lives, helping them build financial security and peace of mind. She believes that, whether in healthcare or finance, the goal remains the same: to empower individuals to improve their quality of life.

Beyond her professional role, Aspen is first and foremost a devoted wife and mother to a wonderful husband and two incredible children. Her family is her greatest joy and the driving force behind her commitment to helping others plan for a secure and fulfilling future. With a heart for service and a deep understanding of the importance of financial well-being, Aspen is honored to walk alongside clients on their financial journey, ensuring they feel supported every step of the way.