Carolyn serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to help meet each individual client’s specified goals and objectives. Carolyn practices in investment management, retirement planning, estate planning, tax planning, risk management, employee benefits and education planning.
Carolyn brings more than nine years of experience in the financial industry to her clients. Prior to joining Creative Planning, Carolyn worked at a national financial services firm as a Relationship Manager and Investment Advisor. Carolyn was involved in financial plan creation and execution, investment management and investment research.
Carolyn earned a Bachelor of Science degree focusing on personal financial planning from Kansas State University. Carolyn is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Carolyn and her husband, Luke, have one son – Clark. In their spare time, they enjoy serving in their church, traveling, running and spending time with their family and friends.