Service Lines: Surprise Custody Examinations, SOC 1/Internal Controls, GIPS® Verification, Consulting and Agreed-Upon Procedures
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 customized agreed-upon procedure engagements. 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 hundreds of different investment managers to oversee GIPS® verification and performance related projects, both domestically and internationally, before expanding her focus to include surprise custody examinations, SOC 1 exams, compliance and operational control work.
Carrie’s community involvement includes serving as a GIPS® Standards Verifications Subcommittee Member (2023-Present), Supervisory Committee Chair for Rogue Credit Union (2018-Present), Treasurer of the Board for Southern Oregon Humane Society (2016-2021), and 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.
Certified Public Accountant (CPA)
Certified Information Technology Professional (CITP)
Advanced SOC for Service Organizations Certificate
SOC for Cybersecurity Certificate
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
Oregon Society of Certified Public Accountants (OSCPA)
American Institute of CPA’s (AICPA)
CFA Institute Member
GIPS® Standards Verifications Subcommittee Member (2023-Present
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)