Carrie Mullins, CFP®

“Go confidently in the direction of your dreams. Live the life you have imagined.”- Henry David Thoreau

Carrie Mullins is an experienced and knowledgeable financial advisor and CFP® ready to work with you to ensure you and your family’s financial future. After 24 years working with a Wall Street based firm and a continued desire to bring a focused culture of service to her clients, Carrie and her long-time business associate, Sara Tanner, made the decision to start their own financial services firm, Firenze Wealth Management. As a financial planner, Carrie’s main goal is to help you make well informed decisions on what types of investments are right for you in order to pursue your desired plans for the future. She also emphasizes the need to adjust investment plans as your goals and needs change. Carrie has worked with hundreds of clients, helping them to develop personalized strategies they can use to pursue their financial goals. Her successful career is the result of hard work and an unwavering commitment to delivering quality service to all her clients. Carrie will always listen to your concerns and treat your financial goals with the same care and interest that she devotes to her own.

Carrie and her husband, Dane, live in Sherwood and are proud parents to three sons, Brandon, Colby and Carson. She is dedicated to the needs of her clients, but also placing a priority on taking care of the needs of her family. Helping families like hers work toward their financial dreams is one of her favorite aspects of her career. Carrie is also passionate about giving back to her community. She has served on the board of the Sherwood Education Foundation for the last eight years as a board member and also as a board President. Through the fundraising efforts of the SEF, she has enjoyed playing a small part in helping to enrich the quality of education in the Sherwood School District. Carrie and her team at Firenze Wealth Management also partner with Divine Threads, a faith-based organization specializing in serving women weathering many difficult circumstances which include domestic abuse, homelessness, those recently released from prison, and more. Divine Threads provides these women with physical, emotional and spiritual needs through clothing, employment assistance, and healing community.

Carrie is looking forward to continuing to cultivate her existing client relationships in the years to come, along with welcoming new clients to Firenze Wealth Management!