Roles and Responsibilities

She has spent over a decade in this profession working in financial markets and her specialty is providing financial planning services to individuals and businesses. Her objective is to develop a long-term relationship with all of her clients, helping them meet their financial goals through careful planning and guidance.

She is passionate about helping her clients manage their finances and provides proactive advice based on the client’s individual needs. With her extensive knowledge and dedication to providing the best service, Carey is a great asset for all her clients.

Carey has been in the financial & insurance industry since 2008. She started her journey in the industry working as an independent financial professional for personal production in life & Annuity at SYNCIS, which is one of the independent financial marketing agencies. When she was in there, she was in charge of Las Vegas branch and had 5 plus managers under her supervision. 

In May 2015, Carey joined to Allmerits Financial & Insurance Services.Since then, she has been successfully conducting her business.