She advises individuals and families on all phases of estate, trust and business entity planning including tax, administration and legacy development. She received the designation of Accredited Estate Planner (AEP) from the National Association of Estate Planners and Councils, in 2007 and the Global Fiduciary Strategist (GFS) designation and a Certificate in Fiduciary Governance from the Thunderbird Walker Center for Global Entrepreneurship, in 2012. Carolyn has a Bachelor of Science degree from Saint Louis University and MBA from Saint Louis University and a law degree from Saint Louis University.