Carol-Ann Hosbach

Carol-Ann brings a detailed, strategic approach to financial life planning in her role as Wealth Planner. A graduate of Western Kentucky University with a degree in Personal Financial Planning, she combines a strong foundation in comprehensive wealth management with a genuine passion for impacting our clients’ lives. Carol-Ann is deeply committed to client care, finding her greatest professional fulfillment in helping individuals and families eliminate financial stress so they can focus on living intentional, fulfilling lives. A proud Louisville local and an avid sports fan, Carol-Ann loves cheering on her hometown teams and catching games whenever she can. Outside of the stadium, you can find her playing sand volleyball with her friends, spending quality time with her nieces, or hitting the road for a weekend getaway to explore new destinations.