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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.

Learn more about my practice.

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

Latest Insights

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Carrie A. Grey and Joshua Norman

Principal

Individuals and Families

Tax Challenges Every Business Operating in Multiple States Must Navigate

Expanding a business across state lines opens new markets and growth opportunities, but it also introduces a complex web of tax obligations that can catch even well-run companies off guard.

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Dustin Ribergaard

Principal & Client Experience Director

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Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

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Here are some valuable insights to read before your meeting

Daniel Nolan

Partner & Vice Chairman

Incentive Stock Options

How Executives Can Mitigate Single-Stock Risk With Tax Efficiency

August 18, 2026 - For executives of public companies, a large source of wealth is derived from stock options, performance shares, restricted stock, and other stock-based compensation. In these…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.