Carolyn joined SCS Financial as part of its acquisition of Lake Street Advisors in 2025 and is a Managing Director in the Private Client Group. Prior to joining SCS, Carolyn was a Partner at Lake Street Advisors.
Carolyn has spent more than two decades working with ultra-high-net-worth families to navigate and manage the complexities that significant wealth brings. Collaborative problem-solving with client families’ attorneys, accountants, and insurance agents is a hallmark of her approach. With an emphasis on translating complicated strategies to understandable alternatives, Carolyn focuses on clearly defining the pros and cons of the available options, allowing her clients to feel empowered to make confident decisions for their family.
After graduating from Villanova University with an accounting degree, Carolyn began her career at Deloitte in the Philadelphia and Washington, DC, offices, where she specialized in individual and not-for-profit taxation. A move to New England brought with it a chance to take the tax experience she had gained and broaden her focus to all aspects of wealth management. Carolyn was an early employee at Ballentine Finn & Company (now Ballentine Partners), where she earned her CFP® and PFS (Personal Financial Specialist) designations and helped the firm quadruple in size, taking a leading role in client team building and management.
Let us know if you’d like to be introduced to this advisor.
