Service Lines: Surprise Custody Examinations, SOC 1/Internal Controls, GIPS® Verification, Consulting and Agreed-Upon Procedures, QPAM Exemption Audits

Managing Partner

  • 01Experience
  • 02Credentials
  • 03Education
  • 04Memberships

Tab 1

Carrie is the firm’s current Managing Partner and is the partner in charge of the firm’s headquarters located in Medford, Oregon. She is responsible for the oversight and development of the firm’s quality control practices, surprise custody examination, GIPS® Verification, and SOC 1 service lines. Carrie also participates in various engagements such as customized agreed-upon procedures, and QPAM exemption audits. She works closely with Ashland Partners’ team of professionals to help ensure clients receive exceptional service.

Since joining the firm in 2005, Carrie has worked with more than 200 different investment managers to oversee GIPS® verification and performance related projects, both domestically and internationally, before expanding her focus to custody examinations, SOC 1 exams, compliance and operational control work.

Carrie’s community involvement includes serving as Supervisory Committee Chair for Rogue Credit Union, Treasurer of the Board for Southern Oregon Humane Society (2016-2021), and as the 2018 Council Chair of the OSCPA Southern Oregon Chapter.

In her free time, Carrie enjoys spending time with her husband, son, and furry pets. Together they enjoy hiking, biking, hanging out with friends and family, and traveling the world.

Tab 2

Certified Public Accountant (CPA)

Certified Information Technology Professional (CITP)

Advanced SOC for Service Organizations Certificate

SOC for Cybersecurity Certificate

Tab 3

Southern Oregon University – Master of Business Administration

Southern Oregon University – Bachelor of Science in Business Administration/Public Accounting

Certificates in Applied Finance and Economics and Accounting Information Systems

Tab 4

Oregon Society of Certified Public Accountants (OSCPA)
American Institute of CPA’s (AICPA)
CFA Institute

Volunteer Work:
Supervisory Committee Chair for Rogue Credit Union (2018 – Present)
Treasurer of the Board for Southern Oregon Humane Society (2016-2021)
Council Chair of the OSCPA Southern Oregon Chapter (2018)