Carolyn takes great pride in servicing clients as a liaison between them and internal operations. She has a Bachelor of Science degree in Chemistry from Wheaton College and a Master of Business Administration from University at Buffalo. Carolyn spent 12 years with Bristol-Myers Squibb in Buffalo, NY where she held positions of increasing responsibility before choosing to stay home to raise her daughters. She began working with David in 2005, when he joined Wachovia Securities. Day-to-day services Carolyn provides include account set ups, asset movement, and estate settlements, and she works closely with clients to help build their Envision® plans. She enjoys lake vacations, country music, trying new recipes, and just hanging out with her family.