Experience and Qualifications

Karol Lunsford, President

Originally from Elberton, Georgia, Karol earned her B.B.A. in Finance from The University of Georgia and her M.B.A.from Georgia State University.  She is a Certified Financial Planner®, and a Chartered Financial Consultant.. 

Karol has been helping  people plan for and maintain financial independence since 1994.  She has conducted over 300 financial workshops and seminars ranging from Successfull Retirement Planning, Wealth Accumulation, Income Distribution Planning, Estate Planning, and Women and Investing.  Karol has spoken to groups and organizations such as: Forsyth County Retired Educators Association, Daughters of the American Revolution, Families with Special Needs Children, Mom's on the Grow, and Sun Microsystems.

Karol specializes in helping individuals take an active role in their financial planning by giving them the tools needed to make the right decisions.  She believes in her clients' ability to choose once given the appropriate data to make an informed choice.  "My favorite part of my job is watching my clients enjoy their life, because I like to think I played a small part in that."

As for her personal experience, she is happily managing her family's flõ in partnership with her husband, Mike, and their three daughters, Elle, Ava and Audrey.  "This is where most of my real world experience comes from."

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck