We are happy to announce that we're celebrating 20 years!
Carol Vander Sluis is a Senior Wealth Advisor working with the Madison team. Carol’s primary focus is on the development of client account relationships and new business activities. Carol is working toward her CFP designation and is the point person in the Madison office regarding financial planning for clients and prospects. She previously served as Senior Director of Marketing for Winslow Capital (Nuveen). She began her career in 1988, maintaining a consistent focus on advising institutional and individual clients on asset allocation strategy and investment manager analysis. Carol earned a Bachelor of Science degree in Finance from the University of Wisconsin-Madison and a Master of Business Administration degree from Georgia State University. Carol lives in Madison, WI with her husband, Brian. In her spare time, you’ll find her with their three adult children, son-in-law and grandson, cheering on Badger sports, playing golf and baking.