Carrie Gassmann

Carrie serves as a Client Relationship Manager where she is responsible for client scheduling, meeting preparation and making sure any follow up items are completed quickly and accurately.

Carrie has further expanded her skillset by completing the Financial Paraplanner Qualified Professional (FPQP®) designation. Using this expertise, she is able to assist with collecting the necessary data from clients so that Walter can complete their financial plan. She has also recently completed the necessary training and testing to offer notary services. Carrie is happy to do this for our clients and their families at no cost.

Carrie earned her bachelor’s degree in mathematics from the University of Cincinnati in 2002.

Outside of work, Carrie enjoys spending quality time with her husband, four young adult children, and their beagle, Clover. She is actively involved in her community through volunteering with her church and enjoys unwinding with a good television series.