Wealth Preservation Solutions, LLC
Carrie is the Director of Insurance Planning for Wealth Preservations Solutions. Prior to joining the firm in 2007, she was the Director of Operations for a leading healthcare data management and publishing company for 15 years.
Carrie’s strong operations background has provided her with the ability to develop successful insurance strategies by analyzing insurance portfolios and determining long term policy performance. She has strong relationships with the leading insurance carriers which allows her to effectively negotiate competitive underwriting offers.
Carrie received a B.A. in Biology from the University of Denver and holds an insurance license and Series 7. Carrie resides in Ramsey, NJ with her husband and three children and is very involved in her community as the Vice President of the Board of Education.