- B.A. in Personal Financial Planning, Minor in Business, Kansas State University, 2015
Carlie joined FAS in 2021. She is an Investment Adviser Representative and serves as Junior Adviser. She also serves as Client Relationship Associate in the Operations Department assisting in account administration for investment management clients. Prior to joining the firm, Carlie spent six years in various roles at American Century Investments.
Additional information about Carlie is available on the SEC website at www.adviserinfo.sec.gov.