Carrie started as a Financial Consultant in 2017 and joined the River Birch Wealth Management team in 2024.
She and her husband, Justin, live at Smith Mountain Lake and have 6 children, two dogs, & two parrots.
Carrie currently holds securities registrations 6, 7, and 63 through LPL Financial, as well as Life and Health licenses. She was recognized as the leading Female DSF advisor in the country in 2018.
Professionally, Carrie brings managerial and ten plus years of commercial insurance experience. Her background in Property and Casualty Insurance brings additional insight into a client’s Risk Management needs. She has vast experience with life insurance products as well as investment solutions like Mutual Funds, Stocks, Bonds and Annuities.
Her team has greatly benefited from Carrie’s experience with merging books of business, leading support staff, client management systems, and her ability to help implement the vision for how to build the firm for the future.
When Carrie is not working with clients, she is actively involved with her faith, family, kayaking, camping, reading and enjoys traveling.
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