Carolyn is originally from the Northeast, growing up outside of Boston, and continuing on to Bucknell University in Pennsylvania. She graduated magna cum laude from Bucknell in 2006 with a BS in Business Administration. Following college, Carolyn worked at Goldman Sachs in New York in Credit Derivatives Operations, supporting the trading desk, and working with institutional clients. She moved to Nashville and began working in private wealth in 2008. Carolyn's focus is on business management and client relationships. Carolyn is also a CERTIFIED FINANCIAL PLANNER™ certificant and works clients on all their financial planning needs. Carolyn and her husband Sean have a daughter, Molly, and a son Daniel, they enjoy hiking, travel and spending time with extended family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.