Carolyn Armitage, CFP®, CIMA® in

Carolyn Armitage, CFP®, CIMA®

Sharpshooter · DISC type DC
Founder & CEO at Wealth Management Consulting, LLC
📍 Denver Metropolitan Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Current Role
Founder & CEO
Location
Denver Metropolitan Area, United States
Personality Overview

How Carolyn shows up

Rigorous & Demanding
Precise But Practical
ROI Driven

They are very proud of what they do. They respond well to strong and respectful communication. They like to be in a position where they can control the conversation and terms.

Priorities

Topics Carolyn cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

2-2024
Founder & CEO
Wealth Management Consulting, LLC
2-2024 - 1-2025
Founder & CEO
Wealth Management Consulting, LLC
9-2024
Founder & CEO
RIA Circle™, LLC
6-2021 - 7-2023
President
Thrivent Advisor Network
1-2017 - 6-2021
Managing Director
ECHELON-Partners
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
BS in Business Administration
University of Minnesota
Master’s Degree
The American College of Financial Services
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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