M. Carolyn Schanz Client Service Manager518email@example.comCarolyn has been a valued member of the practice since she began working with Phil in 1997. She is based in the Clifton Park office but helps clients in both locations. Carolyn received her BA in Accounting from Russell Sage College and holds both Series 6 and 63 securities licenses. Married with two adult children, Carolyn resides in Menands, NY. Carolyn is the best contact for scheduling appointments, managing paperwork requirements and most administrative issues.