Financial Client Services Associate
As Financial Client Services Associate, Carey's mission is to provide exceptional service to the clients and she gets to know them personally. She enjoys working directly with clients in new and existing business transactions.
Carey started at Feltz WealthPLAN in April of 2010 as an administrative assistant and has worked her way around the office in different positions, landing this one in May 2013. With all of her past experience, it allows her to prove initiative, leadership, and perform quality work on a daily basis.
Carey grew up on a farm in Iowa and graduated from Iowa Western College with a Litigation Paralegal degree. She has 2 boys who are her world. They both are active in baseball and basketball and she is their number 1 fan! When they are not at the ballfield or basketball court, Carey and her boys enjoy spending time with family and friends.