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.

^{2021 - 2024 Five Star Wealth Manager Award, created by Five Star Professional. The 2024 award was presented in October 2024 based on data gathered within 12 months preceding the issue date.  2,431 advisors were considered, 101 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit ww.fivestarprofessional.com.}

^{Advisor Hub – Women Advisors to Watch – Advisor Hub has created the 1,000 Advisors to Watch to recognize excellence in all types of practices and advisors. We received nominations from 1,984 firms and advisors. Nominees were required to have a minimum of seven years experience, at least $150m in AUM, 2 years at current firm and 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 12/31/2023 to 12/31/2024. Award is valid from June 2025 – 2026. Participation in the ranking is open to any firm or advisor and there are no fees for participation. For more information Advisor Hub}