Caroline Hanzlik, CFP

Caroline’s role as a Financial Advisor at Stages Wealth Management Group of Wells Fargo Advisors means she spends considerable time planning with clients, helping to identify their goals and determining the best paths to help achieve them. It also affords her the opportunity to lean into her gifts of hospitality, attention to detail, and making people feel comfortable—which includes events, webinars, and client appreciation activities. “It’s important to me that we create the very best client experience we can, and that our clients feel heard and genuinely cared for,” she says. A natural born people person, Caroline regards getting to really know clients on a more personal level as the hallmark of successful, long-term relationships. Whether it’s alleviating a client’s concerns, lending an empathetic ear about an issue, or just hearing about what’s going on with their kids, Caroline has the unique ability to move into all kinds of conversations with a level of genuine concern that immediately puts people at ease. “I tend to focus on multigenerational wealth management,” she says, “so getting to know more about a client’s family is a natural topic of conversation.” As the name implies, the advisors at Stages Wealth Management Group are highly adept at meeting people where they are regardless of age, stage of life, or familiarity with financial matters. And even though multigenerational planning is a complex process involving wealth transfers, gifts, inheritance, and tax implications, clients take comfort in Caroline’s welcoming demeanor and meticulous attention to detail.