Carolyn Lilo

Client Services Associate

With over 20 years of experience in the financial industry, Carolyn Lilo has built a career dedicated to banking, life insurance, and financial planning services. Her experience in client servicing, administrative support, and project assistance makes her a vital part of the team, providing clients with a high level of service. Carolyn's commitment to clear communication and proactive assistance helps create a positive experience for client interactions.

As a Client Services Associate, Carolyn plays a key role in client relations, administrative support, and project coordination. She thrives in providing personalized attention to clients, ensuring their needs are met with professionalism and care. Her ability to anticipate client needs and maintain strong relationships is a testament to her dedication to service.
A true people person, Carolyn enjoys getting to know others and forming meaningful connections. She strives to embody the Aloha Spirit every day, bringing warmth, kindness, and respect into her work and personal life.

Outside of work, she enjoys staying active through walking and exercise, unwinding at the beach, and spending quality time with loved ones. Carolyn’s positive energy, dedication to service, and commitment to fostering genuine relationships make her a trusted and valued member of the team.