Cary has been a part of the Union Wealth Management team since 2003. She is passionate about helping people. She takes the time to talk with her clients and understand their goals.
She has secured the Certified Trust and Financial Officer designation, which covers knowledge areas including tax law and planning, investment management, fiduciary and trust activities and ethics.
"I enjoy the personal relationships that we build with our clients. Giving clients peace of mind that we are here for them and their loved ones, now and after they're gone."