Carolyn Van Wagner

Carolyn Van Wagner

Client Relations Specialist/ Operations Control
CVanWagner@BandJAdvisors.com

Carolyn is a member of our Client Services team, and assists both new and existing clients with questions and requests regarding portfolios, custodian statements, and other issues. She works closely with our Financial Advisors to obtain the information we need to best serve our clients. In addition, Carolyn manages the billing and reporting process as well as other 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.