Owner, Certified Fiduciary
Carolyn M. Young has committed her life to taking care of others. She started her business in 1986 to fill a need in the community by offering assistance with trusts, conservatorships and much more.
Carolyn not only makes certain that her clients are cared for financially but physically, emotionally and mentally as well. She looks for ideal living conditions and arranges physicians to provide quality health care. She works around the needs of the client to maintain a high quality of life while making certain that financial assets are available throughout a person’s life. Essentially, she treats all of her clients as if they are a member of her family.
It is a philosophy she started with her first client more than twenty years ago – to treat every case with conviction, determination and compassion.
These values were ingrained in her during her 17 years working for Sacramento County with five years at the County Public Guardian’s office. Carolyn is a graduate of Sacramento State University where she earned her bachelor’s degree in social science/sociology. She also completed post-graduate courses in accounting, business management, conservatorships, fiduciary studies and taxes.
Carolyn is a licensed professional fiduciary and charter member of the Professional Fiduciary Association of California (PFAC). Carolyn spends her spare time with her family – her husband, three grown children and three grandchildren.
Carolyn can be reached at (916) 446-5555 or by email at email@example.com.
For the past seven years, Lindsay Bowman has played a pivotal role with Carolyn M. Young Fiduciary Services. Not only has she assisted hundreds of clients, Lindsay is quickly becoming one of the region’s experts in conservatorships.
Lindsay passionately advocates for her clients, ensuring their needs are met. Her dedication goes beyond maintaining conservatorships and providing fiduciary services. Lindsay’s known for going the extra mile, whether it is attending doctor’s appointment, stopping by for a home visit, or moving a client into an assisted living facility.
Prior to joining her mother at Carolyn M. Young Fiduciary Services, Lindsay worked in public relations and in financial recruiting. However, the family business, where she first started working as a teenager answering phones and doing filing, keeps calling her back.
Lindsay is a graduate of the University of Arizona where she earned her bachelor’s degree in business and communications. She also completed post-graduate courses in accounting, business management, conservatorships and fiduciary studies.
Lindsay is also an active member in the Professional Fiduciary Association of California, Junior League and the Sacramento Chapter of the Delta Gamma Sorority Alumni Group. She is also an advocate for diabetes after her young son was diagnosed with type 1 diabetes. In her spare time, Lindsay can be found reading, running, cheering for the Wildcats and spending time with her husband and three small children.
To reach Lindsay, please call her at (916) 446-5555 or email her at firstname.lastname@example.org.
For the past three years, Zach Young has been an integral part of Carolyn M. Young Fiduciary Services.
Zach brings energy to his work and his clients. He ensures their needs are met by going above and beyond the call of duty.
Prior to joining his mother at Carolyn M. Young Fiduciary Services, Zach worked in state government as an analyst for the Department of Food and Agriculture and as an assistant in the Governor’s Office. However, the family business called him back, where he first started working as a teenager doing basic office work and filing.
Zach is a graduate of California State University at Sacramento and a member of the Tau Kappa Epsilon fraternity. At Sacramento State, Zach earned his bachelor’s degree in business and communications.
In his spare time, Zach can be found rooting for the Kings and Giants, playing golf and show off his culinary talents.
To reach Zach, please call him at (916) 446-5555 or email him at email@example.com.