OUR TEAM

Client Service Associate

CLIENT VISION

With more than 13 years of experience in the financial services profession, Carrie strives to be a valued team member for all advisors and colleagues she supports within the IFG consortium. Whether she’s answering a client’s inquiries or executing a money movement request, she focuses on making clients’ financial lives more confident and less complex. Carrie enjoys building relationships with advisors, their teams, and clients to create a more streamlined and productive approach to servicing their needs.

AREAS OF EXPERTISE

• LPL Clientworks, AccountView and compliance systems
• Redtail Client Relationship Management software and workflows
• Administrative Service and Support

EDUCATION

• University of North Georgia, Business Management (2009)
• Series 7, 63 (held with LPL Financial), and 66 (held with IFG Advisory, LLC) licenses
• AWMA® (Accredited Wealth Management Advisor) with College of Financial Planning (2016)

OUTSIDE THE OFFICE

Carrie, her husband and daughter live in the foothills of the North Georgia mountains with their two golden retrievers, Daisy and Gus. She enjoys camping and is an avid runner (having participated in 2 marathons), and has recently taken up the sport of mountain biking. Carrie also enjoys growing vegetables in her garden and watching her daughter play soccer.