Our firm has acted as a fiduciary to our clients since 1981 and all of our financial advisors are held to the fiduciary standard.

At Carroll Financial we uphold the Fiduciary Standards required of a Registered Investment Advisor (RIA) by the Securities and Exchange Commission (SEC). Our advisors have earned professional designations including: CERTIFIED FINANCIAL PLANNER­­™ (CFP®), Chartered Financial Analyst (CFA®) and Certified Public Account (CPA), among others.

Each advisor is supported by the resources of the firm and many work within a team structure. Learn more about each advisor’s unique areas of expertise and how they help their clients by reading their biographies below.

Office Directory

Financial Advisors

Larry Carroll

  • CFP®
Carroll Financial Advisor Since 1980

Kelly Graves

  • CFP®
Carroll Financial Advisor Since 1984

John Patterson

  • CFP®
Carroll Financial Advisor Since 1986

Kristopher Carroll

  • CFP®
  • CFA®
Carroll Financial Advisor Since 1998

Jonathan Liles

  • CFP®
  • CIMA®
Carroll Financial Advisor Since 2000

Michael Jette

  • CFP®
  • CLU®
  • ChFC
Carroll Financial Advisor Since 2000

Carl “Bud” Hedstrom

  • CLU®
Carroll Financial Advisor Since 2000

Mark Dillon

  • CFP®
Carroll Financial Advisor Since 2001

Marty Moore

  • CFP®
Carroll Financial Advisor Since 2004

William “Bill” Trahan

  • CFP®
  • CRC®
  • RFC®
Carroll Financial Advisor Since 2004

James Hedstrom

  • CFP®
  • CPA
  • CCPS
Carroll Financial Advisor Since 2004

Brice Oldham

  • CFP®
  • CFA®
  • CIMA®
Carroll Financial Advisor Since 2004

Brett Boner

  • CDFA®
Carroll Financial Advisor Since 2006

Braedon Long

  • CFP®
Carroll Financial Advisor Since 2007

Kevin Bowyer

  • CFP®
Carroll Financial Advisor Since 2009

Denis Curcio

  • CFP®
Carroll Financial Advisor Since 2010

Kellen Taylor

  • CFP®
Carroll Financial Advisor Since 2010

John Hall

  • AIF®
Carroll Financial Advisor Since 2011

Steve Stewart

  • CFP®
  • RICP®
Carroll Financial Advisor Since 2012

Rich Taylor

  • CRPC®
Carroll Financial Advisor Since 2013

Emily Netzel Reidenouer

Carroll Financial Advisor Since 2014

Patrick Bobbins

  • CIMA®
Carroll Financial Advisor Since 2015

Cindy Piacentino

  • CFP®
  • CCPS
Carroll Financial Advisor Since 2015

David Peters

  • CPA
Carroll Financial Advisor Since 2016

Chason Trahan

  • CFP®
  • CLU®
Carroll Financial Advisor Since 2017