Carolyn joined Oxford Financial Partners with over 27 years of administrative experience in diverse industries such as the U.S. military, federal government, construction and commercial real estate. She is responsible for general office administration and client interactions, including scheduling client meetings. She also assists Pat with client service and operations on a day-to-day basis. Carolyn’s pleasing personality and respect for confidentiality are valuable qualities which enable her to provide first-class service for our clients.
Carolyn enjoys quality time with her family. She and her husband Jonathan are busy raising a teenage son, Crystopher-Jonathan. They engage in friendly family competition in basketball, bike riding and tennis.