Carolyn has been with the firm since 1999 and now serves as Chief Compliance Officer. She has more than 30 years of experience in the financial industry, especially working with high net worth individuals and families. She has earned the confidence, trust and respect of the clients she works with. Carolyn has a genuine passion for nurturing client relationships and a natural ability to help clients understand complex information. Her experience and knowledge makes her a valuable resource to both advisors and clients.
Carolyn enjoys living and playing on the lake with her husband, as well as boating and fishing whenever possible. She is tremendously proud of her two sons, one Longhorn and one Aggie in a house divided. It’s all fun and games at the lake; it’s a wonderful place for all of her family to gather.