Carrie specializes in the taxation of high-wealth individuals, estate and trust planning, small businesses, and the service sector, with a strong focus on healthcare. She works extensively with clients to ensure their tax and estate strategies are well-planned and prides herself on being available to clients all year long, not just at deadlines. Carrie always strives to deliver clients a comprehensive plan to reduce taxes and preserve wealth for themselves, their businesses, and future generations.
Years of Experience
24
Education
UNC Chapel Hill – Bachelor’s
UNC Chapel Hill – Master’s
Professional & Civic Leadership
MUSC Foundation Board of Directors
Professional Credentials
Certified Public Accountant (CPA)
