Manager, Business Consulting and Practice Management
Carolyn works with advisors to create efficiencies and refine the processes in their practices. In her role, she oversees business services and resources to help advisors continually improve the service they provide. In addition, she facilitates ongoing educational opportunities and idea exchanges to help keep advisors at the forefront of the industry.
As a CFP® professional, Carolyn has been in the industry for over 25 years. She has a Bachelor of Arts from Trinity University and holds Series 4, 7, 24, 53, 63, and 65 licenses. Outside of her passion for helping advisors provide the best service for their clients, Carolyn enjoys traveling and spending time with her husband and two children.