Professional Overview
With nearly a decade of experience in tax services, Caroline works within the Family Wealth Services Practice to provide tax compliance and planning strategies for high-net-worth individuals, their families, and related trusts and estates. Caroline seeks to serve her community by providing the highest level of service to local families with tailor-made solutions to their tax and estate planning needs.
Education, Credentials, and Special Training
- Certified Public Accountant
- M.S., Accountancy, College of Charleston
- B.S., Accounting, College of Charleston
Professional Affiliations
- American Institute of Certified Public Accountants
- South Carolina Association of Certified Public Accountants
Civic and Community Activities
- Member, College of Charleston Accountancy Advisory Board
- Member, Trident United Way Young Philanthropists Society Steering Committee
- Member, Trident United Way Women United
- Member, Junior League of Charleston