Carrie is a member of our client service team at Transform Wealth. Originally joining Custom Portfolio Group in 2015, she is primarily responsible for new account openings, coordinating distributions and account transactions, providing portfolio and tax information, and meeting the day-to-day needs of our clients.
Carrie has more than 20 years of experience in the financial industry, specializing in bank branch operations, treasury products and services, and account management issues. Carrie’s high touch customer service, attention to detail, and enthusiasm to take care of our clients brings a personal touch to the client experience.
Carrie received both her Bachelor’s and Master’s degrees from the University of North Dakota.
