Client Advisory

Biography

Carrie is a Principal in the Elizabethtown, KY office, where she provides business owner advisory services with a focus on tax compliance for individuals, businesses, trusts, and estates. She collaborates with clients as a strategic partner, offering insights and solutions designed to align with their unique financial and personal goals.

After more than 15 years in the financial industry, Carrie has been at the forefront of tax and industry research, providing analysis and education to both internal teams and members of her community.

Carrie’s personal life revolves around her husband, their three children, and her faith.

Education

  • B.S. in Business Administration from the University of Louisville

Highlights

  • Certified Public Accountant
  • Certified Valuation Analyst®
  • CERTIFIED FINANCIAL PLANNER®
  • Bible-based education volunteer

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