I have always been interested in personal finance and investing from a young age as my father taught me many great financial principles that are still relevant today.
I bring a diverse background to my work in the financial world. Working as a professional violinist and private music teacher for many years out of college, I learned so much about the business world. My music career later led me to public school teaching where I was able to facilitate many rich learning experiences for my middle school orchestra students. Some years later, I earned my RN and worked in critical care. My experience with all of these different endeavors allows me to relate to many different types of people and see things from their perspective.
My association with Money Concepts began in 2012 after meeting my life partner, John Cotton, a Money Concepts Advisor. As we lived life together, I began preparing the paperwork for his practice and learning from him extensively about serving clients along the way. After John’s passing in 2024, I took time to grieve and then moved into the Advising role that he and I had always talked about. With the help and support of Brandon Lytle and everyone at the Bluegrass Region, I am very excited about growing the practice that John built.
In my free time, I enjoy spending time with family and friends, cooking, yoga and enjoying recharge time at the gym.
Anyone can learn to make great decisions for themselves and their financial future. This philosophy drives my desire to serve clients and help them achieve their financial goals.
Carolyn Pike is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: TX
Carolyn Pike is licensed to sell and/or discuss Insurance Products only to residents of the states listed: KY
Address
10206 Cimmaron Trl
Dallas, TX 75243
Licenses
- Series 63, 65
Holistic Wealth Management
The Difference
We Are:
- Consultants Not Dictators - We take a consultative approach looking at your entire financial picture. Then, we develop a plan to help you get to where you want to go.
- Committed - We are committed to providing you with the finest in wealth management and financial planning services. We are free to work with you in a way that helps to meet your needs and desires.
- Understanding- We understand that wealth management is a process, not a product. As such, you receive ongoing money-mentoring and coaching. We are there when you need us.
- Educated - We attend a minimum of thirty hours of classroom education each year, over twice the industry average. We do this for one reason only… to better serve you with the latest in products, services, and tax strategies.
We Provide:
- Independent Products - We do not offer any proprietary products, we can choose from literally thousands of products in the financial services industry. The only caveat is that the products or services meet your needs and desires.
- Technology - View your account statements, account values, holdings, and transaction histories online. Use the online Client Vault to store all of your important documents, i.e. wills, trusts, tax returns, and account statements all in one place.
Want More Information?
Whether you have questions, need advice, or want to discuss your financial goals, we are here to help! Please provide your email and any questions you have, and one of our dedicated team members will follow up to schedule a consultation.