Invest in Others Board Member
Joined March, 2023
Thrivent Advisor Network
With over three decades in the independent wealth management industry, Carolyn’s extensive experience includes advising independent broker-dealers, RIAs and CEOs on optimizing their enterprise value, building high-performing and engaged teams, and designing succession plans.
Prior to joining Thrivent in 2021 to lead their independent RIA channel, Thrivent Advisor Network (TAN), she provided investment banking and consulting services through ECHELON Partners, and held senior leadership roles at LPL Financial, ING Advisors Network (now Voya & Cetera), and Advantax (formerly H.D. Vest), among others.
Carolyn is a passionate leader who loves to help others shine and believes Advisors who share the joy of generosity are the most successful and fulfilled. She is the founder of True Circle Organization, a nonprofit whose mission is to provide instant sustenance, compassion, and safety to those struggling with homelessness.