Client Advisory

Biography

Carrie is an Associate in the Los Altos Office. She serves as a client liaison and is responsible for all aspects of client servicing.

She has eight years experience in financial services, tax and accounting.

Education

  • B.A. in Organizational Communication from Western Michigan University

Highlights

  • Financial Paraplanner Qualified Professional (FPQP)

Connect with Carrie

By clicking “Submit”, 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.

Meet Our  Client Advisory Colleagues

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, 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.