Carrie is a Kalamazoo native and a proud graduate of Western Michigan University, where she earned a BBA in Finance and Psychology in 2008. With professional experience at Burnham & Flower Agency and Zhang Financial, she has built a strong foundation in individual financial planning, wealth management and client service. Carrie brings extensive expertise in employer-sponsored retirement plans, specializing in guiding both employers and participants through plan establishment and management. Her approach prioritizes compliance, seamless administration, and an optimized employee experience, ensuring retirement benefits align with long-term financial security. She is passionate about helping individuals navigate their financial journeys with confidence, offering tailored guidance to meet their unique goals. Carrie holds her series 7 and 66 securities licenses.

Beyond her passion for financial planning, Carrie and her partner Caleb cherish time spent with their 11-year-old daughter and their miniature dachshunds, Wiggles and Dash. Whether they're playing cards, traveling to new places, or simply enjoying a walk together, family time is incredibly important to her. She also loves cooking, staying active through fitness, and relaxing at the beach when she can. Carrie believes that a well-balanced life fuels the ability to provide thoughtful guidance, and she looks forward to bringing that same dedication to helping you achieve your financial goals.