Carolyn helps individuals and families navigate the complexities of wealth management for families, business owners and those with special needs heirs. Her experience and knowledge of business tax planning and compassionate support for families provides confidence that clients can protect and leave a legacy that equips heirs to handle their inheritance while taking advantage of existing tax laws and strategies to optimize their estate and investment planning.
With almost two decades of licensed experience in the financial services industry, Carolyn is a seasoned professional and understands that family dynamics, taxation and emotional needs influence money matters as much as market driven dynamics. Carolyn addresses all needs with a specialized network of resources in South Carolina and Florida, driving solutions through a holistic, tax-efficient perspective.
Before founding Trust Matters, Carolyn operated a consulting firm that educated financial advisors on advanced trustee services and strategies. She also served as a postgraduate economics instructor at universities in California and Nevada for eight years. Carolyn's unwavering commitment and deep knowledge are the cornerstones of her practice, providing clients with the confidence and support they need to navigate every life stage.
