Carrie provides fundamental support in all phases of client service, account maintenance and relationship building. Dedicated to providing an exceptional level of responsive service to our clients, she is your first line of contact when you call the office. Carrie is available to assist with account related questions, trade processing and online account support as well as insurance and annuity servicing.
Carrie’s responsibilities as the office manager encompass running day to day operations, heading up our compliance organization and playing a key role in marketing communications.
In 2012, Carrie completed the LPL Financial AdminU Program. Through this educational program, she completed multi-level educational training receiving the Specialists, Associate's and Bachelor's Degrees.
Registration and Licenses held with LPL Financial
- Series 7: General Securities Registered Representative
- Series 66: Uniform Combined State Law for Securities Agent and Investment Advisor Representative
- Insurance: Life, Health and Variable Annuity
A resident of the Tampa Bay area since 2002, Carrie moved from her hometown of Joliet, Illinois. She and her husband, Drew, live in Seminole with their dog, Dude. In her free time, she enjoys yoga, travelling and being outdoors walking the beach or hiking in the mountains.