Carrie Hughes

Carrie joined our team in 2016. Carrie works with clients to establish new accounts, manage portfolios, and execute strategic wealth management based on their goals. She is hard-working and dedicated to clients. Clients love working with her. She is a versatile results-driven business professional with extensive experience in Financial Services. She has a Business Management Degree from Hawaii Pacific University. Carrie’s work experience includes wealth management, insurance, annuities, accounting, business analysis, and project management. She holds securities licenses 7 and 66 through her affiliation with Avantax.

Carrie and her husband have enjoyed moving around the world together throughout his journey in the Marine Corps. They have three daughters and spend much of their free time attending events for the children.