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Carin joined Strategic Retirement Partners in 2018 as the Relationship Manager, Operations for the Indianapolis, IN and Columbus, OH offices. She has over 18 years’ experience in the financial service industry with the most recent 14+ years with White Oak Advisors, LLC.
Carin assists in facilitating our fulfillment of agreed upon services, completion of client engagement documents, and coordination of meeting material. She oversees office management, workflow prioritization and operational planning.
Carin holds a Business Administration Degree in Finance from Saint Mary’s College, Notre Dame, IN.
Brownies, preferably warm with vanilla ice cream!
Running. I have completed two full marathons, eight half marathons and many shorter races.
Order. My label maker is one of my favorite things! Everything must be in its rightful place.