Throughout her career in financial services, Carrie has utilized her compassion, attention to detail and dependable nature to ensure clients are provided the high level of dedicated service they deserve. She approaches each client request or question with a positive attitude and conscientious manner.
She also greatly assists our financial advisors and plays a key role in preparing reports, processing documents and handling administrative duties.
Before joining our team in February 2019, Carrie was a wealth management client specialist at FTB Advisors, Inc. She earned a bachelor’s degree in interdisciplinary studies from East Tennessee State University.
Originally from Mosheim, Tennessee, Carrie lives in Mohawk. In her free time, Carrie enjoys crafting, playing with her dogs, and spending time on the farm with her family.