Carolyn is a Retirement Client Service Associate and supports the day-to-day needs of retirement plan clients, including trustees and plan participants.
Prior to joining the firm, Carolyn was a trust administrator and account manager for 401(k) corporate retirement plans. She also worked in the nonprofit arena, keeping many balls in the air, including managing volunteers for a performing arts center.
Carolyn earned a Bachelor of Arts degree in Social Science at San Francisco State University. Carolyn loves hiking the Sonoma Coast and can often be found enjoying live music events and cheering on the Warriors. She also enjoys serving her community as a board member for a local nonprofit and is an avid podcast listener of various genres while commuting to the office.
There is more than
meets the eye.
- Self-proclaimed Rummikub champion
- Knows all the best beer places in Sonoma County
- Co-exists with a 6-foot ball python snake