Carolyn has been working with individuals and business owners since 1985. Her goal is to help ensure the financial security of her client base through estate creation and preservation, and to provide creative solutions to otherwise complex concerns. Her philosophy is to always put the needs of her clients first.
Specializing in insurance programs, investments, retirement and estate planning strategies, she is a representative of Securities America, Inc., one of the country’s leading independent broker/dealers.
A native of New Jersey, Carolyn has been in Texas for her entire career and resides in Plano. She spends her spare time cooking and volunteering for many community‐based organizations; she is currently Director Emeritus of the Lupus Foundation of America, Lone Star Chapter.