Meet Caroline!
We are happy to introduce our Fall Intern! Meet Caroline McDonald.
Caroline writes:
I am a Senior at Kutztown University and am originally from Exton, Pennsylvania! I am studying Finance and Personal Financial Planning with a minor in Economics while also being a captain on the Women’s Soccer team here at KU. While the combination of the two keeps me busy throughout the year, I also like to find time for my hobbies. I love to do anything active whether it is pickleball with some friends or snowboarding. In my free time you can also find me at the local coffee shop, reading or spending time with my friends and family. As graduation approaches in May 2026, I am excited for my next chapter, both in my professional and personal life!
When meeting Caroline for the first time, here’s what we had to say:
Ben shares:
Caroline is a go-getter! She was the first to apply for the internship, was in regular communication throughout the process and was really thoughtful about the whole process. She’s got a very calm, collected, approachable and mature demeanor that made us feel very comfortable around her immediately. We know that’ll translate to our clients this semester too and can’t wait for everyone to meet her.
Adam shares:
Caroline impressed me immediately with her clear and consistent communication before, during and after the interviewing process. Her eagerness to soak up and apply first-hand financial planning experience outside of the classroom is not only a great sign for her future but for the entire next generation of planners. Caroline will be a great resource for us the next few months and I look forward to you getting to meet her too.
Tara shares:
Caroline has been so easy to get to know. Her friendly and open nature makes her very approachable, and she’s already become a great team member. It’s clear that she’s a level-headed and genuine person, and I’m excited to see all that she accomplishes during her time here.
And one skill most people do not know about Caroline:
“I can juggle and solve a rubik's cube.”
So, if you want some pre-meeting entertainment, that’s now being offered at Haas Financial Group. Meet Caroline!
Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice. are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
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