Meet in-person for a consultation to discuss and plan for your needs - right at work.
We're here to help during these challenging times. To reduce the risk of exposure to coronavirus COVID-19, all one-on-one appointments are currently taking place by telephone with the option of Zoom video conference.
Our Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.
Caroline Mason, a Fidelity retirement planner, has more than 13 years with the company. She was previously an account executive at Fidelity's Chandler, Arizona, Investor Center. A Chartered Retirement Planning Counselor SM, investment advisor representative, registered securities representative, and licensed insurance representative, Caroline holds a bachelor's degree in business administration from the University of Phoenix.
Lori Matthews joined Fidelity as a retirement planner in 2020. A registered securities representative, Lori holds both a bachelor's degree and a master's degree in criminal justice from Indiana University.