Client Services Manager
The genuine care of our clients is our highest mission as we strive to create long-term relationships with them.
Caryn is a member of Mike’s team and is responsible for managing client relationships. She is in charge of the operations department of his practice and as such is an integral part of his practice. Caryn is responsible for much of the securities trading in Mike’s practice, as well as assisting in the daily operations and providing a high level of service to our firms’ clients. She has worked with Mike since 2004, but has known him since the day he was born as she is his older sister. Caryn and her husband Kevin have two children (Jennifer and Ryan), and enjoy spending as much time as possible with their granddchildren.
Our team works together to make the entire financial planning process as smooth as possible for our clients.
FINRA Series 6
Licensed Tax Preparer
Most Relaxing Thing to Do