Acting in collaboration with Bill, Carrie's role is to assist Bill's clients by dedicating herself as a primary source of service. Whether it's a simple account issue or a change in life, she is here to help guide his clients along the path to their financial goals.
Joining Baird in 1999, Carrie became a fully licensed financial professional to broaden her knowledge of the industry. This knowledge allows her the ability to provide a higher and more in depth level of customer service, acting as a liaison between Bill and his clients. For any account maintenance or service related issues, please feel free to call the office and ask for her.
Carrie graduated from Western Michigan University with a Bachelor of Science and retains the following licenses: Series 7 - General Securities, Series 66 - Combined Law and Uniform Investment Advisor, Series 9/10 - General Securities Supervisor and her State of Michigan insurance license.