Caroline Marks is dedicated to helping individuals, families, and businesses navigate every stage of their financial lives. She holds her SIE, Series 7, Series 66 registrations, with Life & Health insurance licenses, and is a proud graduate of Texas A&M University, where she earned a degree in Finance from the Mays Business School.
To better serve her clients, Caroline is part of a collaborative team that includes Brent Bohall, Wealth Manager, Natalie Shipp, Wealth Manager, as well as Jessica Gerlich, Client Services Coordinator. This team approach ensures that clients benefit from multiple points of view and a high level of ongoing support. Caroline’s goal is to meet clients where they are—whether they are just getting started, growing a family or business, planning for the future, or preparing for retirement.
Originally from Louisiana, Caroline moved to Fulshear, Texas, in 2017 with her family and is grateful to serve the surrounding community as well as across Louisiana. Outside of work, she enjoys spending time with friends and family, being with her dog, embroidery, working out, and traveling. Caroline’s Catholic faith is a cornerstone of her life and guides the way she approaches relationships, service, and stewardship—both personally and professionally.