Accredited Wealth Management Advisor™
Carrie is a CERTIFIED FINANCIAL PLANNER™ and Accredited Wealth Management Advisor™, Carrie is responsible for preparing and providing analysis on financial plans. She has also taken a larger role in managing client relationships. In addition, she moderates our investment committee meetings where we review our investment research processes and securities trading.
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 Lake Zurich with her husband and their three children. Outside of work, Carrie enjoys water skiing and ATVing.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.