- Samford University, 2013, cum laude
Bachelor of Science in Business Administration
“I believe that my dedication to and respect for others leads to meaningful professional relationships.”
As paraplanner, Carmen is charged with managing the details in each client relationship. She assists with meeting preparation and financial plan review and analysis. Carmen’s contributions enable advisors to provide exceptional customer service, which, in turn, fosters long-term client relationships.
Carmen and her husband, Johnathan, live in Hoover and enjoy taking care of their cat, Minnie, and their Australian Shepherd, Nasdaq. They are members of Trinity United Methodist Church. In her spare time, Carmen enjoys cooking and spending time with family.
- Trinity United Methodist Church
- Samford University Alumni Association
- FOCUS on Recovery: Junior Board, 2014- 2017
Childhood dream occupation?
Job in High School
Medical Records Clerk
The Parent Trap