Carolyn's primary responsibility for Cardinal is Client Service and secondary responsibility is Performance Analysis.

Carolyn joined the Cardinal team from Summit Strategies where she worked in all aspects of the consulting process: performance, research (both investment manager and asset allocation) and client service. Prior to Summit Strategies, Carolyn worked for The May Department Stores Company in their financial reporting area.

Carolyn holds a B.S.B.A. from the University of Missouri, an MBA from Maryville University and passed Level I of the Chartered Financial Analyst (CFA) program and also received her CIPM designation.

Carolyn enjoys spending time with her husband and three daughters, coaching softball, and relaxing (when possible) with a good book.