Carl Woolston, CFP®, ChFC®
Founder
I am a fiduciary who is committed to acting in the best interest of my clients. I am a CERTIFIED FINANCIAL PLANNER™ Professional and received my Chartered Financial Consultant® designation through the American College of Financial Services, which on average exceeds over 400 hours of study. I have my series 65, am a National Social Security Advisor (NSSA®) certificate holder*, and am insurance licensed. I have a Bachelor of Science in Business Administration from Western Governors University.
I’ve been married to my incredible wife Christine for 29 years. We have six children and two grandchildren (so far). I love fly fishing, coaching competitive soccer, sports, the outdoors, and exploring new trails in life and business. I have also authored several books. I served on the local charter school board at Legacy Preparatory Academy for six years, where I served as President on two different occasions.
Seth Woolston
Service Coordinator
As the Service Coordinator for Thrive Retirement Planning, Seth is often the first point of contact for clients, efficiently answering phone calls and scheduling appointments. He plays a vital role in the smooth operation of our client interactions by expertly coordinating events and facilitating clear communication. Seth also provides essential support by preparing necessary paperwork and maintaining meticulous organization within the office. He is insurance licensed.
Currently pursuing his passion for financial planning at Utah Valley University in their Personal Financial Planning program, Seth is a valuable asset to the team and is eager to grow into an advisory role in the future, further enhancing the service and support we provide to our clients.
