Leadership Profile Carolyn M. Bower, CFP® Client Relationship Manager

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Presentation transcript:

Leadership Profile Carolyn M. Bower, CFP® Client Relationship Manager Carolyn Bower is a Client Relationship Manager with Oxford Financial Group, Ltd. Carolyn prepares holistic financial plans that focus on the unique challenges our high and ultra-high net worth clients face. She proactively organizes and manages a variety of client service needs and initiatives for Oxford’s clients. Prior to joining Oxford, Carolyn served as an Associate Advisor at Whitnell. In this role, she prepared comprehensive financial plans, including net worth, cash flow, stock options, insurance, education and retirement planning. Carolyn graduated from the University of Illinois at Urbana-Champaign with a Bachelor of Science degree in Consumer Economics & Finance with a concentration in Financial Planning. She received a Financial Planning certificate from DePaul University and, in 2013, earned her Certified Financial PlannerTM designation. Carolyn lives in Chicago and enjoys watching sports, cooking and traveling. “I strive to build strong relationships with the clients I serve so that I fully understand how their financial goals fit into their lives.”