portrait of Scott Carrie

Focus Areas

  • Business retirement plans
  • Estate and legacy strategies
  • Intergenerational planning

Personal Interests

  • Community Outreach
  • Spending Time with Family
  • Rowing
  • Sailing
  • Traveling

Team Members

  • Samantha Matthews
    Client Experience Specialist
  • Amber Steele
    Client Experience Specialist
  • Ryan Sawyer
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

More to explore

Find your starting point

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Start here

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

Learn More