Carol is an Enrolled Agent and Certified Financial PlannerTM at Wesling Financial Planning Services, a fee-only financial planning firm serving both hourly and retainer-based clients. Carol provides services in tax preparation and planning, as well as retirement, estate, investment, and insurance planning.
She has a particular interest and expertise in trust and estate taxation. Carol is a NTPI Fellow and represents clients in front of the IRS and state taxing authorities.
In her prior career, Carol served as a government contractor, performing scientific work and managing complex physics and software development programs. She earned her BS in Engineering Science and Mechanics from Virginia Tech, MS in Mechanical Engineering from Stanford University, and completed a post-graduate fellowship in computational fluid dynamics in Göttingen, Germany.