Carole Evenchik is a member of the American Association of Daily Money Managers and the Society of Financial Service Professionals.
She has credentials by The American College with: Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) and is pursuing her third designation, the Chartered Advisor in Senior Living program(CASL).
Carole's career spans more than 35 years in the Financial Services Industry. She has experience in banking, personal and corporate cash management, risk management, and personal & business planning services. Her work at United Banks of Colorado in business account operations, corporate cash management consulting, and then Assistant Vice President of their insurance agency, led Carole building a personal planning practice with more than 150 clients in affiliation with The Bankers Life of Des Moines, IA, aka The Principal while living in Denver, CO.
A professional move to The Principal's home office in Des Moines, IA furthered her experience in working with colleagues in the ethical sales of life insurance, marketing product manager, and project manager. When she decided a personal move to Minneapolis/Saint Paul Minnesota was best, she leveraged her experience working at Minnesota Life Ins Co/Securian as a senior marketing consultant, presenter and trainer to planning agencies and their staff.
Carole continued within the financial services field as an independent consultant while serving on a steering committee to establish a new non-profit organization, Jewish Community Action (JCA) in the Twin Cities and then served as their Financial and Business manager for several years. In addition her financial acumen was sought after as a volunteer for several other organizations.
Her career continued in Cleveland OH and then back in the Twin Cities serving independent planning offices nationwide as a Director with ValMark Securities, based out of Akron OH. She established the first remote service office for a general agency housed within Minnesota Life's headquarters which grew to generate near 1 million dollars of new premium.
She has served as co-executor/personal representative for different kinds of estates; some with assets held in trust requiring 8 years of administration while for other situations only 1-2 years. This includes working collaboratively and long-distance with the estate planning attorney. She provides regular communications to the family beneficiaries and coordinates with the local tax advisor with on-going trust tax matters. Her clientele with EvenChecks & Balances continues to grow as a resource to attorneys with estate inventory and estate administration.
Education and Other Interests
Call Carole Evenchik, ChFC®
Chartered Financial Consultant
EvenChecks & Balances LLC