We are thrilled to announce that Carolyn Mora has joined us from Avantax as the newest member of the rapidly growing Farpointe Family. As a certified public accountant (CPA) and certified financial planner (CFP®), Carolyn brings a wealth of knowledge and experience to Farpointe.
Carolyn has been “reenergized” and believes the transition to Farpointe is a “turning point” in her career. She is excited to leverage our fully integrated technology and proprietary coaching program – The Farpointe Journey™ – to build deeper client relationships and deliver an enhanced client experience.
Carolyn began her career with Arthur Andersen in Houston and that experience opened the door to a wonderful position with the HCA network of hospitals back in her hometown of El Paso, Texas. She has also had the opportunity to serve as a consultant to her family’s restaurant business, and credits her parents with teaching her the importance of hard work and building something people value and remember. Inspired by her father’s entrepreneurial spirit, she started her own CPA firm in 1995 and ultimately obtained her securities licenses. As a CPA, Carolyn saw the unique opportunity to provide integrated tax and financial advice, allowing her to play a more comprehensive role for her clients and “make people’s lives better.”
In addition to her professional accomplishments, Carolyn is also a proud mother of two daughters and enjoys hiking and exploring the beautiful sites and cultures of El Paso and the surrounding areas.
We are excited to welcome Carolyn to the Farpointe Family and look forward to our friendship, partnership, and shared success in the years ahead.