Carrie provides operational and administrative assistance to clients as part of the Wealth Management team.
For more than 20 years, Carrie has been helping entrepreneurs and their families simplify their financial lives. Prior to joining the Waldron team, she was employed by PNC Financial Services Group, where she helped ensure the smooth acquisition of three major east coast financial institutions.
At Waldron, Carrie specializes in evaluating existing, and creating new, life insurance policies by running illustrations, completing applications, coordinating medical exams, gathering medical records, and facilitating policy delivery. She builds long-term relationships through setting up and maintaining client transactions.
Outside of the office, Carrie enjoys spending time with friends and family, volunteering at her church, coaching girls’ basketball, traveling, and exploring the outdoors.