Jolie McCarthy,CFP®

Jolie McCarthy,CFP®

Managing Partner

Jolie joined the financial planning team in 2011 and is a Certified Financial Planner™, Enrolled Agent and holds a Life, Accident and Health insurance license in New York. Jolie works closely with Nancy, Michelle and Nina in the financial planning department and is a member of the investment management, insurance and tax teams. She earned her Bachelor’s degree from Houghton College (2001).

When not at the office, Jolie loves spending time with friends and family, attending concerts with her husband Matt, and playing with her basset hound named Rufus.