Carrie has been with Generations Financial Planning & Wealth Management since 2011 when she moved to Michigan and is the full time Office Manager and Client Concierge handling all your service needs with the exception of investment advice and trading.
Prior to working at Generations Carrie worked mainly in tech support and customer service. Her last position before joining us was with our Broker Dealer Cambridge Investment Research in Fairfield, IA.
Carrie grew up in Fairfield, IA, (location of home office for Cambridge Investment Research). She enjoys live music and board games but prefers to spend her free time reading and playing with her son, Kenneth.