Carolyn Sterling

In her role as a Director of Practice Management, Carolyn provides helps create efficiencies and refine the processes of our practice to help us continually raise the level of service we provide. In her role, she has oversight on all business services and resources we may need as a firm. In addition, she facilitates ongoing educational opportunities and idea exchanges to help us stay at the forefront of our industry.

As a CFP® professional, Carolyn has been in the industry for over 25 years. She has a Bachelor of Arts from Trinity University and holds Series 4, 7, 24, 53, 63, and 65 licenses. Outside of her passion for helping advisors create a process-driven practice, Carolyn enjoys traveling and spending time with her husband and two children.