Broker Check

Carolyn Rowland, CFP®

Carolyn Rowland, CFP®

Partner | Financial Advisor

(262)510-0337 hello@resilientplanning.com

Every great partnership starts with a leap of faith. For Resilient Wealth Planning, our story isn't just about managing numbers—it’s about the people, the journeys, and the shared belief that financial planning should be as steady and enduring as the families we serve.

Two Paths, One Vision 

2004 – 2010: The California Connection  
 
 Our journey began in Woodstock, Illinois, with a bold career shift. Kim Gaxiola, a small business owner, and Victor Gaxiola, a marketing professional, decided to combine their talents to help families navigate their futures. They founded the Gaxiola Financial Group, built on a simple promise: to grow thoughtfully, one client at a time. 

In 2008, as the world’s financial landscape shifted, the Gaxiola family followed their hearts back home to California. Settling in San Jose, they continued to build the practice from the ground up. To this day, the entire family remains deeply grateful for the Illinois clients who stayed by their side during that cross-country transition. By 2010, seeking more freedom and a more personal way to serve, they officially broke away from big-bank culture to become independent advisors.

 
 

2011 – 2018: Specialization & The Wisconsin Spark

While Kim was busy launching TechGirl Financial to support women in the tech industry, a parallel story was unfolding in Wisconsin.

Carolyn Rowland grew up watching her father, Bob Dolnik, build deep, meaningful relationships with his clients as an independent advisor. She saw firsthand that financial planning wasn't just about spreadsheets; it was about the peace of mind it gave people. After an internship at her father’s firm in 2013, Carolyn knew she had found her calling. She spent the next several years immersing herself in the world of tax and wealth management, earning her Enrolled Agent (EA) status and her CFP® designation, fueled by a passion for how intertwined tax and financial decisions truly are. 

 

2019 – 2020: Coming Full Circle 

In 2019, the California team came back together in a big way. After spending several years in the financial technology space, Victor returned to the practice, reuniting with Kim to blend his modern industry insights with her deep planning expertise.

Meanwhile, Carolyn was ready for a leap of her own. In June 2020, she founded Resilient Wealth Planning, taking over the Illinois branch of her father's firm and focusing her energy on empowering female business owners and leaders.

2025: Two Firms, One Resilient Future

In 2025  our two stories finally became one. Kim, Victor, and Carolyn recognized that they shared more than just a history in Illinois—they shared a mission. By merging their practices under the Resilient Wealth Planning name, they’ve created a firm that moves beyond labels to focus on a universal goal: helping families build wealth that can withstand life’s inevitable changes.

Today, we are proud to offer a truly holistic approach—integrating financial planning, tax strategy, and estate planning into one cohesive experience. From our offices in California and Wisconsin to our Resilient Investors Podcast, we are here to empower you with the tools and education you need to reach your goals, no matter what the future holds.