Broker Check
Carolyn Sheffey

Carolyn seeks to create value for individuals, and she is able to move them to an improved state of financial balance and organization. She has challenged the traditional ways of financial thinking, and offers an uncommon approach to the way her clients view their finances. Carolyn has a passion for helping others and creating more value than she consumes.

Carolyn has helped physicians and their families make better financial decisions in today's economic environment. She understands the importance of asset protection and practice management in a physician's life. Carolyn knows that the best results are achieved through careful planning and disciplined execution, all while making sure that her clients plans are properly implemented and monitored.

Carolyn was born and raised in Texas. She loves the Dallas/Fort Worth Metroplex, however, she is an avid traveler. Carolyn graduated from Texas Christian University in 2014 from the Neeley School of Business. She received a Bachelor in Business Administration in Marketing. Carolyn enjoys trying all the new Fort Worth restaurants, swimming in Austin's lakes with friends, and spending time with her family in Dallas.

Financial Representative of Guardian.