Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments


  • CFA® Chartered Financial Analyst®
  • AIF® Accredited Investment Fiduciary®


  • Bachelors in Finance and Transportation and Logistics, Ohio State University, Columbus, Ohio


Carey lives in Western Springs Illinois and has a husband, Karl and three children. She enjoys spending time with her family and friends and is an avid Buckeye fan who happens to be married to a Wolverine. She likes to read and travel and watch her children play sports.