Carrie is a CERTIFIED FINANCIAL PLANNER™ practitioner and an active member of our investment committee. She assists our team in the investment research process, securities trading, and financial planning analysis and preparation.
Prior to joining our team in 2015, she was a registered client service associate at Stifel, where she was responsible for serving clients and processing trades. Earlier in her career, she was an Investment Advisor Representative and client service manager at MetLife.
Carrie earned an undergraduate degree in finance from the University of Iowa. She resides in North Barrington with her husband, daughter and German Shepherd.