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Carolyn Mora, ChFC, NSSA, AIF

Carolyn Mora, ChFC, NSSA, AIF

Director of Retirement Plan Services and Director of Private Wealth Management

As Lead Advisor, Carolyn specializes in Comprehensive financial planning, Retirement Plan Advisory Services and Asset Management. With over 25 years of experience, Carolyn brings key insight and focus to the firm's primary client-relation areas. Her dedication and personal touch lends to the trust and confidence our clients expect. 

Carolyn is a Chartered Financial Consultant, an Accredited Investment Fiduciary, a Financial Planning Qualified Professional, a National Social Security Advisor, and holds Series 7 (General Securities) and  66 (Uniform Combined State Law) licenses, as well as a Texas General Lines-Life, Accident, Health & HMO license. 

A native Texan, Carolyn resides in Hurst with her husband, Jim. They have four beautiful adult daughters and five wonderful grandchildren. She is a dedicated volunteer who believes in helping others and being active in the community. She currently serves on the City of Hurst Neighborhood and Community Advisory Board, is active in her church and is a former member of the Hurst City Police Academy Alumni Association. In her free time, she enjoys spending time with her family and traveling.