Carina L. Moreland, CEPA®, CFP®

Carina began her career in the finance industry in 2005 and holds a degree in Business Management from Northwood University – Florida. She is registered with Harbour Investments, holding Series 7, 24, 63, and 65 licenses, and is licensed for Life, Health, and Long-Term Care Insurance in WI, IA, MN, OR, FL, and WA.

Carina is a CERTIFIED FINANCIAL PLANNER® (CFP®) and a CERTIFIED EXIT PLANNING ADVISOR® (CEPA®), two respected designations that reflect her commitment to comprehensive financial planning and business transition strategies. Her expertise spans retirement planning, investments, estate strategies, and advising business owners through successful exits. With a client-centered approach and a dedication to continued learning, Carina helps individuals and business owners confidently plan for the future.

Having grown up in the village of Oregon, Carina appreciates the importance of a positive presence in her home community. When she's not in the office, you may find her volunteering or participating in community events or working at the local bakery. Carina lives in Stoughton, WI with her husband, two daughters and son.