Sr. Client Service Specialist
Carolyn enjoys day-to-day client contact and helps bring solutions and confidence to each client’s individual situation. With over three decades of experience in the financial services industry, Carolyn serves clients attentively and finds fulfillment and satisfaction in collaborating with clients to help achieve and manage their financial freedom. Carolyn set aside her foot racing shoes and now favors long walks with family in the wee hours around open space parks. She dons her running shoes any time her grandkids are anywhere near. Weather permitting, she and her husband zoom around the region in their concours winning Porsche and enjoy a nice glass of wine at the end of an adventurous day.