Client Intake & Insurance Specialist
As an assistant to the advisors, Carie manages the account opening process for all new and existing clients and provides additional onboarding support to our new clients.
With eighteen years of special event experience and over 10 years with Oregon Pacific Financial Advisors, Carie is able to learn, adapt, keep moving forward in our everchanging industry all while making our clients her number one priority.
When not at the office Carie also maintains the books (entries and payouts) for team roping jackpots throughout Oregon and Northern California. She also designs and donates a decorated tree each year for the Providence Festival of Trees. She enjoys riding horses and spending time with her husband of 25+ years, Don, and their petting zoo of horses, donkeys, goats, cats and dogs at their home in Central Point.