Carolyn Lilo

Carolyn Lilo is the heart of our team. With over 15 years with the team, Carolyn is responsible for coordinating client meetings and organizing informational seminars and client appreciation events. In addition, she assists with securities and insurance processing, also providing administrative support for clients’ estate planning needs

Carolyn is your contact if you need to schedule an appointment to review your accounts, or if you would like to refer someone to us.