With over 10 years of experience as an administrative assistant, Carie is the backbone of our practice, ensuring that Colleen and Adrian can dedicate their time to clients. Her daily tasks include managing client appointments, preparing and following up on paperwork, and overseeing various projects. Carie excels at researching and resolving account issues, always eager to find answers for both clients and advisors. She particularly enjoys tackling challenges that feel like a Scooby-Doo mystery, adding a playful twist to her workday.
Outside the office, Carie and her husband, Johnny, embrace their empty-nester status after 20 years of caring for three wonderful Australian Shepherds. They now enjoy traveling, camping, and cherishing time with family and friends, relishing the freedom to pursue their passions. Fun fact: Carie is also Colleen's sister-in-law, making her role in the practice even more special!
