Carrie found her passion in building financial independence and helping others succeed. She travels across North America to connect with the most successful investors and entrepreneurs willing to share their financial intelligence. She believes, "You don't learn to make dough from a shoemaker- you go directly to the best bakers around.: Carrie's personal knowledge and investing portfolio is diversified across the investing spectrum.
Carrie assesses her clients' individual needs and interests as an essential part of choosing the perfect investments for them. Investing isn't a cookie cutter process; it is fluid and cumulative. Start with a foundation, and as you expand and build up-you grow exponentially.
Carrie works to maximize and accelerate the financial growth of her clients, while providing proper diversification and matching risk/ time horizon criteria outlined by them.
Her clients enjoy working with her, because she takes the time to explain what they are investing in, why she believes it the best one for them, and how it will work to grow their portfolio. She doesn't believe there is any place for pressure in investing. She strives to create a positive and exciting investing environment. Though I may not be able to invest in everything I like on the Pinnacle shelf, I only invest my clients in those products that I would love to own myself.
Carrie married her husband Jim right out of high school. They have three amazing teenage boys, all of them talented in their sports and known for their strong character. Carrie spends much of her spare time learning more from those she admires. She and her husband enjoy treeing and planning their 6 acre estate, where they plan to build their dream home. Carrie's dream vacation is to travel through Spain, and cruise the Mediterranean.
Carrie has written a children's book, "Hope for Malawi. Bringing Hope to Life" to help raise awareness and funds for the Hope For Malawi Foundation, who builds schools and water wells in the poorest areas of Africa. She believes that Charity is a part of Wealth.