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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
Carolyn Bower is a Wealth Planner 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 joined the firm in 2016 as a Client Relationship Manager.
A comprehensive financial plan is something I enjoy preparing as a means of assisting our clients in making informed decisions that impact their financial goals.
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 Planner™ designation.
Carolyn lives in Chicago and enjoys watching sports, cooking and traveling.