Carrie graduated from King University in 2018 and completed her MBA in December 2020. She interned with the firm prior to joining full-time in 2019.
Carrie is passionate about client service and takes pride in providing each client with the care and attention they deserve. She enjoys being part of Concord Wealth Partners and values the supportive environment and strong relationships she has with her coworkers. She looks forward to working with clients each day and helping address their needs.
Carrie is very family-oriented and is inspired daily by her husband and their son. She also has a Chocolate Labrador named Stella whom she adores. In her free time, Carrie enjoys working out, spending time outdoors, and working alongside her husband building Super Late Models and competing in touring series races at racetracks. She also loves cooking and gardening, especially using fresh, homegrown ingredients in her meals. Carrie enjoys playing pickleball and, thanks to her years of playing tennis through middle and high school, has developed a bit of an unfair advantage.
Carrie is a true people person who enjoys meeting new people, building relationships, and learning about different backgrounds and cultures. She is always excited to welcome new clients and continue supporting those she already serves.
Life is complicated, and financial decisions can seem overwhelming. Our role is to help simplify the lives of busy people. How do we do that? We listen; we want to understand our client’s current goals and future dreams. That understanding, combined with our expertise, experience, and high fiduciary standards, allows us to build financial plans and investment strategies upon which our clients can confidently rely.
Give us 15 minutes to listen to your situation, then we will connect you with an advisor ready to help you reach your financial goals.
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