Carlie joined Watermark Wealth Strategies in 2021 while attending Arizona State University and has since become an indispensable member of the team. Known for her intelligence, precision, and exceptional attention to detail, Carlie plays a critical role in supporting the firm's operations and ensuring that client accounts and transactions are handled with accuracy and efficiency.
She spent some time working for Watermark remotely from North Carolina, and assisted with reporting and operational analysis that helped the firm monitor growth and maintain strategic focus. Her professionalism, persistence, and keen eye for detail have contributed to the success of countless projects and initiatives across the organization.
Carlie earned her Bachelor of Science degree in Forensic Psychology, a field that sharpened the analytical mindset and investigative approach she brings to her work each day. She is highly trusted for her ability to manage complex account transactions, transfers, client requests, and back-office processes with diligence and care. Her strong organizational skills and commitment to getting things right the first time have made her a reliable resource for both colleagues and clients.
Before joining Watermark, Carlie worked as a flight attendant based in Dallas, Texas, an experience that fueled her love of travel and allowed her to explore much of the country. Outside of work, she enjoys reading, traveling, spending time with her fiancé, and doting on their three cats and two dogs.