The Team

Carruthers & Associates
Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Our Staff

Louisa Pena

Louisa Pena

Operations Director

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Qualifications

  • BS in Finance University of Texas at Arlington

Roles & Responsibilities

  • Client service and communication
  • Event Coordinantion
Kiarra Keith

Kiarra Keith

Client Service Coordinator

Marketing Specialist
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Qualifications

  • Howard University, Bachelor in Science

Roles & Responsibilities

  • Event Planning
  • Outreach