Caroline Lupo | Modern Woodmen Financial Representative

Caroline Lupo

MBA, FICF, FFSC, FSCP®

Caroline Lupo

MBA, FICF, FFSC, FSCP®

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact Caroline Lupo
At work

At work

At work

Why I do what I do

Why I do what I do

I’m passionate about helping my members determine their financial goals. We work together to create a plan based on their unique needs.

I serve members in…

all parts of South Carolina. I’m also licensed in Florida, South Carolina and Virginia.

I can help you plan for life using a variety of tools, including…

investments, annuities, life insurance for children and adults, college savings plans and retirement planning tools. I specialize in employee benefit planning.

I enjoy working with…

anyone who looks forward to establishing financial goals for their future! This includes small-business owners and their employees, newlyweds, families with children, and those approaching retirement.

I attended…

Chatham Central High School in Bear Creek, North Carolina, and the University of North Carolina at Greensboro, where I earned my Bachelor of Business Administration degree. In 2022, I earned my Master of Business Education degree with an emphasis in finance from Fayetteville State University.

I am very proud of…

my professional and academic accomplishments, as well as raising my children. In 2022, I also delivered a healthy baby boy via surrogacy. Being a surrogate and creating life for a deserving family is something I am very proud of. Outside of having my own children, it was by far the best thing I've ever done with my life!

Before Modern Woodmen, I…

was an adviser for an online web marketing firm. It allowed me to work from home while completing my degrees and spending valuable time with my children.

I chose Modern Woodmen because…

I believe in the organization -- not only for how it supports members to reach their financial goals, but also for how it supports our community by allowing me to give back, both financially and through volunteering.

The best part of my career is…

the relationships I build with my members. Whether we're planning for their retirement or protecting their families with life insurance, I feel good knowing I helped make a positive impact on their lives. I cherish each relationship with my members.

A favorite moment in my career was when…

I understood the importance of the plans I help members create. Many of my members have achieved their goals and secured financial protection for life's what-ifs. Delivering a death benefit to a member’s loved one is never easy, but it is also very rewarding to know I provided support the family will need. Ultimately, I provide survivors with space and time to grieve. Moments like this are irreplaceable.

“Dream. Plan. Achieve.
Let's talk. I can help.”
At home

At home

At home

My life outside of work

My family includes…

my husband, Ryan, and our four children: Alyssa, 16, Camden, 14, Colten, 10, and Colby, 5. We also have four dogs, two cats and a clown fish.

In my free time, you can find me…

attending my children's sports activities, volunteering in our community, or spending quality time with my friends and family. Our days on Earth are limited, so I try to make the most of my spare time with those I love.

I’m passionate about…

my relationship with my Lord and Savior, my family, my friends, and my career. I am also passionate about serving others.

My greatest blessing is…

being able to be called “Mom.” Being a mother is my greatest achievement.

My hidden talent is…

I love to sing! I have been singing ever since I was a little girl, and my love for music has never left.

Also…

I’m in the process of completely a second surrogacy journey! We’re hoping for a healthy pregnancy and delivering later 2024. Please keep me in your prayers!

Community impact

In the community

In the community

My local community impact

I have lived in my community…

the past 17 years.

What I like best about my community is…

the amazing people you encounter. It's home, and it always will be.

My favorite volunteer activities are…

hands-on activities within our community. I particularly enjoy activities that my children can also be included in. Teaching children community volunteerism is something I take pride in.

It’s very important to me to support my community. My favorite Modern Woodmen programs are:

Matching Fund projects, social events, service projects and youth service club activities. It’s great working for an organization that does good in our community!

My favorite memory from a fraternal event is…

every memory. Fraternal activities are the heart of what I do. You can find my members volunteering often at events in our area.

Also…

In 2022, I was awarded Modern Woodmen’s inaugural Fraternal Excellence Award. It was a huge accomplishment and something I will always treasure! I look forward to continuing my fraternal endeavors and serving my community for years to come.

Current insights

Current insights

Are you ready to take a step towards a secure financial future? I can help.

Contact

Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.

Your financial goal(s)
I’m interested in learning more about:
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.

Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell all products. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

Let’s plan together for…

Please select…

Select a financial goal from the drop-down menu to find helpful tips and articles.

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