Carolyn Rice, RPsm
Client Service Manager
Carolyn joined the firm in 2001 as the part-time office manager/administrative coordinator but now spends her time on client services as well as the financial planning and reporting process. This includes gathering information from clients for their annual planning updates and creating the planning schedules. Before Harbor Carolyn was the company administrator for the Boulder Ballet often helping with the costuming in her spare time and also had a small business producing wearable art and quilts.
Her educational background includes a Bachelor of Science degree in Family Relations and Child Development from Oklahoma State University. In 2007, she completed the necessary work to earn the Registered Paraplannersm designation from the College for Financial Planning.
Outside of work she still sews, takes dance and yoga classes, enjoys reading and sings in the choir at her church. She also enjoys spending time with husband Steve, three daughters, two sons-in-law and the newest and cutest addition to the family, a granddaughter.