Carrie Dick, CPFA^®, CEPA

Focuses:

Wealth Management

Exit Planning

Retirement Plan Consulting

• FINRA Series 7, 63, and 65 securities registrations through Kestra Financial and applicable insurance licenses
• Certified Exit Planning Advisor, CEPA through the Exit Planning Institute
• Certified Plan Fiduciary Advisors℠, CPFA^® through National Association of Plan Advisors
• Bachelors of Science in Psychology from Grand Canyon University
• Master and 10x Member of Strategic Coach

Carrie is a seasoned financial advisor and business owner with a passion for helping entrepreneurs navigate the complex world of wealth management and business exit planning. With over 18 years of firsthand experience as a successful business owner herself, she understands the intricacies, challenges, and emotions that accompany the process of building a successful business, accumulating and managing wealth, and transitioning from one chapter to the next. Carrie knows that a well-prepared strategy is essential for any business owner looking to maximize the value of their company and secure their financial future. She recognizes that this pivotal moment requires careful consideration, meticulous planning, and a customized approach tailored to each client's unique circumstances.

Carrie, with her husband, Kevin, have two children, Mason and Bailee who they love seeing growing and thriving in their young adult years. Carrie enjoys being outdoors, playing sports, reading and learning. Together, she and Kevin love to travel and spend time with their children creating memories through experiences and adventures.

_{The 2026 Women Advisors to Watch award is issued by AdvisorHub. We received nominations from 675 firms and advisors. Nominees were required to have a minimum of seven years experience, at least $80m in AUM, 2 years at current firm & in good standing, and a clean regulatory record (2 or fewer complaints and no significant judgements). Advisors are ranked on a 100-pt scale in three categories. SCALE: Relative size of assets, production and quality of service; GROWTH: Relative year-over-year change in assets, clients and production; PROFESSIONALISM: Regulatory record, community involvement, mentorship and team makeup. Data collected is from 12/31/2024 to 12/31/2025. Award is valid from April 2026 – 2027. Participation in the ranking is open to any firm or advisor and there are no fees for participation. More information: https://www.advisorhub.com/women-advisors-to-watch-2026/}