We’re pleased to announce that our Arrowhead Wealth Advisors team is growing! As we serve more clients and offer customized, comprehensive services, we are adding qualified, experienced, passionate professionals to our team so we can continue to provide unparalleled service. As such, we wanted to introduce you to our newest addition, Carolyn Wyatt! Here’s her story.
From Then to Now
I decided to join the financial industry after my internship at AG Edwards during my senior year of college. The advisor I worked with was so supportive and taught me the business, most importantly putting the clients' needs first. I was really touched by one of her clients she started working with while I was there. They were a referral from an existing client and her cleaning lady had just inherited quite a bit of money and had no idea what to do with it. The client was nervous to come into the office, but Phyllis (the advisor) put her at ease, answered her questions and showed her how to invest her money and provide an income stream that would double her current income. The client was so comfortable and relieved at the end, she felt impowered to enjoy her money and confident to make decisions about how to invest it. I knew then this would be a great career. I want to help people use their assets to improve their lives.
After 20 years of working to attain this goal, I realized that one key piece to make this happen, is the team around me. I chose to join Arrowhead because the help, support and comradery here will make my work life more fulfilling and therefore my client's experience more complete.
The Best Part
One of the best moments of my career came a few months ago. I was helping one of my clients make a few changes to her retirement income and investment strategy. We had determined that she needed to add long-term care insurance to her portfolio, and I was able to re-allocate her assets to gain the insurance coverage she needed and was able to boost her supplemental income at the same time. As I was presenting this to my client, the relief and feeling of peace I watch fall over her was wonderful to see. We were confident that we had found a way to ensure that her health care needs would be met towards the end of her journey, and she had more money to enjoy her life now. Being a part of providing that kind of peace of mind to someone, is incredible. I'm so grateful to all my clients that they have chosen me to be a part of their financial life.
On a Personal Note
To keep my body and mind strong, I practice yoga 4-5 times a week. I'm also a competitive baker, my dark chocolate Oreo cake, won first prize at a county fair and my candied bacon cinnamon rolls won first prize in the eyes of my 14-year-old niece. I make them for her birthday every year. Skiing is also a passion of mine, I started at 18 months old, and I can't wait to get back on the slopes once the snow returns. I am also a huge fan of college football and basketball, most especially my Colorado Buffaloes, I try to travel back to Boulder to watch some games when I can. This season, I'll be there for the football game against Oregon, my fingers are crossed for a win. In addition to traveling to ski and watch football, I just love to travel to see new places. During my life I have travelled to most of the US and over 30 different countries.
Want to Know More?
I’ve talked a lot about Arrowhead’s unparalleled service and how much fulfillment I get in offering that to our clients. But don’t just take my word for it—experience the difference Arrowhead Wealth Advisors can make in your life and your finances. Take the first step toward your dream future by scheduling an introductory meeting, call 949-877-7180 or email email@example.com to get started.
Carolyn Wyatt is a Wealth Manager at Arrowhead Wealth Advisors, an independent wealth management firm dedicated to using a holistic, client-centered approach to help pre-retirees manage risk and grow and secure their savings. With over 20 years of experience, Carolyn partners with her clients, providing personalized financial strategies to meet their most pressing financial needs today and build a firm foundation for their future retirement.