As of the owner of Core Wealth Management, Carrie works with individuals and families, providing comprehensive financial planning services and investment management. She focuses on all aspects of financial planning including: wealth accumulation, risk management, asset management, tax planning, retirement planning, LGBTQ planning, and estate planning. She is a CERTIFIED FINANCIAL PLANNERTM professional and received the Chartered Retirement Planning CounselorSM designation from the College for Financial Planning in 2006 in order to better guide her clients through this important milestone. Carrie values the long-term relationships she has built with clients and strives to ensure that each client feels less stressed and more confident after working together.
Carrie is originally from Southern California and graduated from California Polytechnic, San Luis Obispo where she received her Bachelor of Science degree in Business with a minor in Economics. She moved to Denver in 2006 to be with her, now, wife and loves the Colorado life including playing tennis, hiking, photography, seeing live music, and visiting the never-ending amount of local breweries.