the Chamber and the Society for Human Resource Management. Joanie attended Temple University, is a graduate of Rosemont College (Magna Cum Laude) and the University of South Carolina School of Law, where she received the CALI award for Public Officials and the Law. Joanie Win- ters was born in Philadelphia and moved to the historic district of Chester, South Carolina in 1996. She is married to her husband, Greg and they have two sons, Jeremy and Chris.
Elite Wealth Advisor
Caroline Peek, CRFA, CLTC Founder/Owner/ Fee Based Advisor
Financial Benefits/ USA Asset Management
Combining her business consultant experience with 20 years working in the financial industry, Caroline possesses an understanding of the various components of financial planning including investments, retire- ment plans, life insurance, medical costs, social security, taxation of social security benefits, catastrophic costs of a chronic illness, etc, which en- ables her to coordinate all the pieces of the financial puzzle to fit togeth- er providing financial structure and financial peace of mind. By provid- ing a defensive component to clients’ financial planning strategies helps them avoid painful adverse impacts during economic downturns. What separates Caroline from her competitors is her compassion & desire to provide assistance helping each individual client achieve their objectives and goals with the least amount of cost and expenses. Caroline’s goal is to build long-term professional relationships with an “open door” policy for clients to ask questions, express concerns. Her philosophy is the only ‘bad question’ is the one that is not asked. A graduate of the University of South Carolina in Columbia, SC’s business school Caroline worked as a franchise consultant before beginning her financial services career in 1992. She believes in giving back to the community and serves on board of directors for Charlotte Touchdown Club and Marvin Ridge High School’s Academic Booster Club. Additional community services include volunteer time building homes with Habitat of Humanity, participates annually in Susan Komen Breast Cancer walk and volunteer time at vari- ous community events throughout the year. ●
www.womanwithknowhow.com OCTOBER 2012
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