Carlee is a graduate of William Jessup University with a B.S. in Psychology and plays an integral role in delivering a refined client experience at Impact Wealth Management. She supports client communications, scheduling, and in‑office interactions with a thoughtful, detail‑oriented approach, helping ensure each engagement feels seamless and well‑considered. Carlee also contributes to the firm’s marketing initiatives, including coordinating monthly webinars and client communications that reflect the firm’s values and elevated brand.
Outside of the office, Carlee enjoys spending time with family and friends, indulging in sweet treats, and taking in beautiful sunsets.