Carey is dedicated to delivering attentive, personal service and building strong relationships with every client. In her role as Financial Client Services Associate, she works directly with clients on new and existing business transactions, helping keep each interaction thoughtful, organized, and responsive. Carey joined Feltz WealthPLAN in April 2010 as an administrative assistant and has supported several areas of the firm before moving into her current role in May 2013. Her broad experience reflects initiative, leadership, and a commitment to high-quality work.
Carey grew up on a farm in Iowa and earned a Litigation Paralegal degree from Iowa Western College. Outside the office, she is her two sons’ biggest fan as they stay active in baseball and basketball. She also enjoys time with family and friends.
Local office
Where to find this team
This profile appears with the following team on the site’s regional team page.