As an executive assistant, Carrie provides support to members of the wealth planning team. Her primary responsibilities include tracking deliverables and preparing for meetings.

Additionally, Carrie supports the people and culture team, helping with team onboarding, office management oversight, and intern recruitment.

Prior to joining Crestone, Carrie worked as a development specialist with the American Heart Association. Carrie was responsible for managing logistics for various campaigns, including networking and fundraising events, which raised over two million dollars.

Carrie received her Bachelor of Science in food science and nutrition from Colorado State University and her Bachelor of Science in exercise science from University of Minnesota Duluth.

What do you love most about being part of Crestone?
The culture here is amazing. Not only does Crestone do an amazing job of taking care of their clients but they also do a wonderful job taking care their employees. I am so happy to be a part of such a great team.
What are you passionate about personally?
I am most passionate about living my best life, mentally and physically. I love to sneak in travel locally, around Colorado, around the US and internationally. Finding new adventures and challenging myself physically is what keeps me going.
What do you love to do outside of work?
I love spending time with my family, traveling, playing volleyball, hiking, camping, and enjoying all the beautiful sites in Colorado.