Winged Keel Group Welcomes Carolyn Rogers to Strengthen Engagement in Washington, D.C. and the Mid-Atlantic Region

September 15, 2025 at 12:03 PM EDT

Winged Keel Group is pleased to announce that Carolyn Rogers has joined the firm as a Client Relationship Manager. Carolyn brings more than 20 years of experience with expertise in the life insurance sector, specializing in structuring customized insurance solutions that assist clients in asset accumulation, asset transfer, and business succession planning. Carolyn most recently served as Vice President at a Lion Street Financial insurance brokerage firm. Rogers’ hiring underscores Winged Keel Group’s growth initiatives for 2025 and beyond.

Residing in Maryland, Carolyn will focus on the Washington D.C. area, where her extensive network and expertise in the design, implementation, and ongoing administration of Traditional and Private Placement Life Insurance and Annuity portfolios will be a valuable resource to clients and advisors. She serves on the Board of Directors for the Washington, D.C. Estate Planning Council, is a Chartered Life Underwriter (CLU^®) and Chartered Financial Consultant (ChFC^®). Carolyn graduated cum laude from George Washington University with a major in international affairs and concentrations in international development and international economics.

Winged Keel Principal Jeri Turley, who oversees the firm’s mid-Atlantic presence said, “We are thrilled to welcome Carolyn to Winged Keel Group. Her expertise and proven track record will be critical as we continue to deepen our national platform and deliver best-in-class service to our clients and advisor partners. At Winged Keel, we are committed to investing in exceptional talent who share our values and long-term vision, and Carolyn is an outstanding addition to our team.”

“I am excited to join Winged Keel Group during this rapid period of growth, said Rogers. “The firm has a talented team in place, and I look forward to leveraging my experience to help build and expand our client and advisor relationships.”

Winged Keel Group is excited to welcome Carolyn to the team and looks forward to the expertise and value she will bring as the firm continues to expand. This announcement reflects the firm’s continued commitment to growth and strengthening our team nationwide.