Certified Public Accountant (CPA)
Certified Information Technology Professional (CITP)
Advanced SOC for Service Organizations Certificate (AICPA-19098582)
Oregon Society of Certified Public Accountants (OSCPA)
American Institute of CPA’s (AICPA)
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
Carrie is the current Managing Partner with headquarters in Medford, Oregon. She also is responsible for the oversight and development of the firm’s surprise custody examination service and SOC 1 service line. Carrie also participates in various attestation services such as agreed upon procedures, and QPAM exemption audits. Carrie works closely with Ashland Partners’ team of professionals to ensure the firm’s clients receive exceptional service.
Since joining the firm in 2005, Carrie has worked with over 200 different investment managers overseeing GIPS® verification and performance related projects, both domestically and internationally, before directing her focus to custody examinations, SOC 1 exams, compliance, and operational control work.
Carrie’s community involvement includes serving as a Board Member of the Southern Oregon Humane Society, a member of the Supervisory Committee for Rogue Credit Union, and serving 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.