Carolyn Sterling CFP®

Director, Practice Management

Carolyn helps advisors grow and optimize their practices. In her role as a business consultant, she provides advisors with customized solutions to meet the needs of their unique practices. In addition, she facilitates ongoing educational opportunities and idea exchanges to help keep advisors at the forefront of the 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.