Carolyn Van Wagner

Carolyn Van Wagner

Client Relationship Specialist/Operations Control
CVanWagner@BandJAdvisors.com

Carolyn is a member of our Client Services team, and assists clients with administrative support related to their portfolio, custodian statements, and other client service issues. She works closely with the Financial Advisors and other professionals to provide a direct communication conduit for clients to understand the work that the company does on their behalf. In addition, Carolyn manages the billing and reporting process as well as other key operational functions.

Prior to joining Brouwer & Janachowski, Carolyn was the Administrator for another Registered Investment Advisor for over 13 years. She has also been a Registered Sales Assistant for several financial service firms including Piper Jaffray, Smith Barney, and Merrill Lynch. Carolyn graduated from San Francisco State University with a bachelor’s degree in Business Administration / International Finance.