Carin joined Strategic Retirement Partners in 2018 as Relationship Manager, Operations. She assists in facilitating our fulfillment of agreed upon services, completion of client engagement documents, and coordination of meeting material.

Carin also acts as Manager, Compliance for our RIA, WELLth Advisory Services, LLC. She focuses on executing and maintaining day-to-day compliance processes and assisting in corporate initiatives.

Carin has over 20 years’ experience in the financial service industry and holds a Business Administration Degree in Finance from Saint Mary’s College, Notre Dame, IN.