Carol Wasko

Carol has over 25 years of experience, including 10 years managing the in-house tax department for an independent RIA.  While she is a tax accountant at heart, she also obtained her CFP® along the way, allowing her to provide well-rounded financial advice.  Her expertise lies in the area of estate planning, including lifetime gifting, charitable planning and the use of trusts to accomplish both income tax and wealth transfer goals.  Carol resides just outside of Philadelphia where she and her family are suffering Philly sports fans.  She enjoys heading south to visit her family at the Delaware Beaches as often as possible on weekends.