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Carrie Roe

Carrie Roe

Relationship Manager

Check the background of this investment professional on FINRA’s BrokerCheck.

Carrie joined our team in March 2018 as Client Relationship Manager overseeing client onboarding, new accounts setup, and customer service.  She has 14+ years of experience in financial office management and holds life/health insurance licenses in Ohio, Kentucky, and West Virginia.

Carrie is a 1995 graduate of Shawnee State University with a BS in Plastics Engineering Technology.  Prior to making the career change to financial management, Carrie worked 15 years in manufacturing, managing sales engineering and quality departments.  Those years of experience sharpened her skills of communication, critical thinking, attention to detail, and problem solving.

In her spare time Carrie enjoys family, traveling, gardening, cooking, and reading.