Carolyn Mora, ChFC, NSSA, AIF, CPFA

As Lead Advisor, Carolyn specializes in helping business owners, executives, and physicians navigate complex financial transitions. With more than 25 years of experience, she works closely with clients to align their corporate retirement plans with their personal wealth strategies—ensuring both are coordinated to support long-term financial success.

Carolyn has developed a deep specialization in working with physicians through hospital group relationships, providing guidance on sophisticated financial planning decisions including retirement income planning, wealth transfer strategies, and tax-sensitive investing. Her goal is to simplify the complex so clients can move confidently toward retirement and the next stage of their financial lives.

Carolyn provides comprehensive financial planning, retirement plan advisory services, and investment management. She is a Chartered Financial Consultant (ChFC®), an Accredited Investment Fiduciary (AIF®), a National Social Security Advisor (NSSA®), and a Certified Plan Fiduciary Advisor (CPFA®). She holds Series 7 and Series 66 securities licenses as well as a Texas General Lines Life, Accident, Health & HMO license.

A native Texan, Carolyn lives in Hurst with her husband, Jim. They have four adult daughters and six grandchildren. She is active in her community and currently serves on the City of Hurst Boards and Commissions and on the Pastoral Council at St. John the Apostle Catholic Church. In her free time, Carolyn enjoys traveling and spending time with her family.