My career is rooted in building trust and helping people feel confident in important decisions. I earned a bachelor's degree in business administration from North Carolina State University and gained experience in technology sales, account development and customer service. Inspired by my grandmother's career serving clients, I chose financial services to make a difference through dependable guidance.
Based in Richmond, I serve individuals, families and business owners across Virginia and North Carolina. I listen carefully, explain options clearly and follow through. My goal is to build relationships centered on each client's needs and goals.
Outside of work, I enjoy staying active, spending time outdoors and being with family and friends. I support the Ronald McDonald House and stay connected to alumni communities. I look forward to helping you protect what matters most and pursue your financial goals. Book an appointment so we can plan for what is ahead.
Financial RepresentativeCaroline Bowman
My career is rooted in building trust and helping people feel confident in important decisions. I earned a bachelor's degree in business administration from North Carolina State University and gained experience in technology sales, account development and customer service. Inspired by my grandmother's career serving clients, I chose financial services to make a difference through dependable guidance.
Based in Richmond, I serve individuals, families and business owners across Virginia and North Carolina. I listen carefully, explain options clearly and follow through. My goal is to build relationships centered on each client's needs and goals.
Outside of work, I enjoy staying active, spending time outdoors and being with family and friends. I support the Ronald McDonald House and stay connected to alumni communities. I look forward to helping you protect what matters most and pursue your financial goals. Book an appointment so we can plan for what is ahead.
Protect Your Kingdom
As a licensed insurance agent* with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:
- Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
- Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
- Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
- Help small business owners protect their life's work for their family and employees.
Learning Center
In a world of one-size-fits-all financial advice, Mutual of Omaha Advisors offers a fresh, personalized take with the "Make it Personal" podcast. Get practical insights to help you plan smarter, take control, and make your money work for you.
Choosing between term and whole life insurance depends on your goals, budget, and coverage needs. Know the key differences to make a confident choice for your financial future.
Timing matters when enrolling in a Medicare Supplement plan. Learn when you're eligible, what affects your options, and how to avoid higher premiums or coverage delays.
