Carri has been involved in the financial services industry since 1980. She is a past president of the local underwriters association and has been active in the community for many years. She has a high degree of knowledge and expertise. She is a respected advisor in the fields of insurance, retirement, & investment planning.
Carri was born in Emmett, Idaho. She graduated from the University of Idaho with a Bachelor of Science degree in Business Marketing in 1980. She completed her Charter Life Underwriter (CLU®) in 1986 and her Charter Financial Consultant (ChFC®) in 1987. Carri has taught Life Underwriter Training Counsel Courses in the area and is a past member of the Boise Estate Planning Council. She holds full registration for National Association of Securities Dealers Series 7, 63, 65.
Personal growth, integrity, and commitment to excellence, are attributes Carri’s clients have benefited from for over 30 years. Her goal is to simplify the complex areas of your financial future. Whether you are building a solid foundation, concentrating on wealth management, planning retirement or embarking on the distribution of an estate, Carri’s experience & dedication assures that she is committed to your future.
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/ SIPC. Advisory Services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor. Cambridge and The Advisor Group are not affiliated. ID, CO, MA, OH, WY.
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