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.