Carrie wants your wealth to continue to work in support of the goals you have established, which requires detailed planning. Such planning is not a single event – it is a process. As your life circumstances change, so must the investment strategies Carrie employs to stay on course toward meeting your objectives. That is why she works closely with you, one on one, to design investment strategies targeted to your specific needs and goals. Whether you are an individual seeking tax-deferred growth, concerned about income in retirement, looking to leave a legacy, or a business owner wanting to offer employees an attractive benefit, or Carrie can help you navigate the complex choices available to you.

 

Carrie began her financial services career at Wells Fargo Advisors Financial Network* in 2006. Beginning in 2015, Carrie became a partner of CedarDoor Wealth Management joining Chris Crain, Peter Kobin, and Barth Guilette as owners and Financial Advisors in Sturgeon Bay and Cedarburg.

 

Carrie graduated from University of Wisconsin-Green Bay with a Bachelor of Science in Accounting. Previously she worked for a public accounting firm, followed by a shipbuilding company and a non-profit organization.

 

Outside of her professional career, Carrie is an active member of her community serving on various boards in the past and is currently a board member for the Sunshine House Inc. Carrie and her husband, Chris, live in Door County and have one adult son, Jacob, and daughter-in-law, Kristin. In her spare time, Carrie enjoys hiking, boating, reading, gardening, and everything Packers.

 

* Predecessor firm was Wachovia Securities Financial Network