Carrie began her career in the financial industry in 1986 with KeyBank before joining Raymond James in September of 2000. Among her professional accomplishments are an Associate Degree in Banking & Finance from the University of Indianapolis, Paralegal Certification from IUPUI and Wealth Management Specialist Certification. Carrie holds Series 7, 63 and 31 securities licenses.

Her unique set of skills and sincere concern for the needs of our clients enable her to provide top notch service and provide trustworthy advice as needed. Her goal is to ensure that clients’ operational and administrative needs are executed with detail, professionalism, and exceptional customer service.

Carrie resides in the Greenwood area with her husband, James and Cavapoo, Cooper. She enjoys being outdoors and spending time with her family.