Caroline works within a team of professionals to strategize a holistic approach to financial freedom and tax minimization for her clients.
Caroline joined the Firm’s Tax team in 2022 with over 10 years of experience in various accounting and tax roles with public accounting firms. She specializes in family wealth services, personal financial planning, global tax services, and helping international companies with their US tax reporting.
Caroline holds her Master’s degree in accounting and has a Bachelor of Business Administration in accounting from the University of Vermont. She is a Certified Public Accountant.
When she’s not working, you might find Caroline on the golf course, meditating, or at the beach.