Carolyn M. Denest, CFP®, CPA/PFS

Partner | Chief Research Officer

Carolyn M. Denest, CFP®, CPA/PFS
Partner | Chief Research Officer

Carolyn leads the Investment Strategy Group’s research team. In this role, she works closely with the firm’s Wealth Advisors and Portfolio Managers to provide investment and market research needed to build and monitor investment portfolios. She is responsible for the oversight of internal communications and resources provided to all of the firm’s professional team members on investment strategies, economic updates and market matters.

As a CPA, Carolyn has an extensive tax background. She applies this specialized knowledge in evaluating investment strategies for tax efficiencies and various income tax ramifications of utilizing a specific investment in client portfolios. She is a valuable resource to the firm’s team members in making appropriate tax-efficient portfolio selections.

Carolyn also serves as a member of the firm’s Compliance Advisory Team to oversee risk management.

Collaborating with our team of professionals, as we work with our clients to achieve their wealth planning goals, provides Carolyn with a great sense of achievement and personal reward.

 

Professional Accreditations & Education 
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Public Accountant
  • Personal Financial Specialist
  • BS Accounting, Lebanon Valley College

 

Professional Memberships 
  • Financial Planning Association
  • Financial Planning Association of the Philadelphia Tri-State Area
  • American Institute of Certified Public Accountants, Personal Financial Planning Section
  • Pennsylvania Institute of Certified Public Accountants
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