Business Manager

Carrie graduated from Gardner-Webb University with a Bachelor of Science degree in Finance.  She served as vice-president of the Student Investment Club and was a member of Graduates in Executive Management. She was also a member of the Gardner-Webb University Volleyball team, serving as captain her senior year. Carrie has been working in the financial services industry since 2007. She is an investment advisor representative with access to products that include insurance, securities and investments, as well as investment advisory services.

Carrie’s focus is on financial planning and she treats her clients as if they were family.  They depend on her to give the best advice and prompt service. She focuses on the detail of her client’s financial objectives, their relationship with money, where they are now and where they want to be in the future. Because of her work ethic and values her clients have remained with her for many years.

When she is not at work Carrie enjoys spending time with her two children and husband and keeping busy with her children’s activities.