Client Advisory


Carlie is a Principal in the Louisville office where she is responsible for building and managing financial wellness programs for the firm’s corporate partners. She works closely with the firm’s HR partners to provide financial wellness solutions.

Prior to joining Cerity Partners, Carlie served as the Director of Corporate Relations at ARGI Financial Group. Before her time at ARGI she partnered with high-profile clients to create memorable experiences at large scale, high-end events. Carlie spent the early parts of her career in New York City and Chicago and previously was Director of Sales with Levy.

Carlie enjoys volunteering with Home of the Innocents and supporting their efforts in supplying housing for medically unstable children and families in the welfare system.


  • B.S. in Musical Theatre from Ball State University

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