As a Raymond James Financial Advisor, Carrie offers a wide range of services, from financial planning, wealth accumulation, retirement planning, college planning, and more. Carrie places her emphasis on building strong, trusted partnerships with her clients to establish customized financial plans. She ensures each client’s plan fits their objectives, matches their tolerance for risk, and considers their long-term financial goals. Once an investment plan is in motion, Carrie continues to review the performance and adjusts accordingly.
Carrie is a longtime resident of the Stateline area. She holds a Bachelor’s Degree in Business Administration, and has over 20 years of banking experience. She has completed her studies through Northwestern University School of Professional Studies to earn her Certified Financial Planner™ certification.
Outside of the office, Carrie enjoys traveling with her family and friends. Her family includes her husband, Mike, and his two children, Austin and Taleigh.
Check the background of this investment professional on FINRA’s BrokerCheck.
Securities are offered through Raymond James Financial Services, Inc. member FINRA / SIPC, an independent broker/dealer, and are not insured bank insurance , the FDIC or any other government agency, are not deposits or obligations of First Mid Bank & Trust, are not guaranteed by First Mid Bank & Trust, and are subject to risks, including the possible loss of principal. First Mid Bank & Trust and First Mid Wealth Management are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James Privacy Notice.
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