Carrie began her career in financial services after graduating from college.  She has enjoyed the high-energy environment and watching clients build their financial wealth.  In 2019, Carrie was given the opportunity to work in the accounting field. She immediately fell in love with the work, and this passion led her to pursue the CPA licensure and further her career in tax consulting. 

With her experience across financial services and tax, Carrie partners with clients to understand their complete financial picture. She strives to educate them on the next steps and answer any questions to provide a mutual understanding of their short and long-term goals.  Carrie values building client relationships based on trust, transparency and focusing on each client’s personalized needs. 

Carrie enjoys running, vacationing at Lake Gaston, and following her alma mater’s football team in her free time.  She and her husband reside in Short Pump with their son and their exuberant Jack Russell Terrier.