Chantal Carrie

Client Services | Office Manager

Welcoming, warm, and knowledgeable, Chantal is usually the first point of contact when you call or visit our office. She has worked in the financial and insurance industry since 2006, and she understands how market fluctuations and the changing needs of our clients to maintain their lifestyle can affect their concerns and decisions regarding their finances. Chantal is primarily involved with supporting wealth management clients. Her behind-the-scenes work and ability to pull up information with almost superhuman immediacy make our clients’ lives easier and keep our office in great order.

You know how painful it is to fill out endless reams of paperwork? Chantal takes that off your plate to the greatest degree possible. We don’t need to pester you to fill out information that we can do for you. Do you prefer signing things securely online or by hard copy in the mail? You can choose. Having trouble finding tax-related documents or don’t have time to log into your account but want your latest balance or other info? Chantal’s your gal.

Chantal graduated from Queens College of New York with a bachelor's degree in sociology. She is a member of the American Sociological Association (ASA) and the Small Business Administration (SBA).

Chantal subscribes to the wisdom the legendary Maya Angelou expressed, “If you’re always trying to be normal, you will never know how amazing you can be.” In her spare time (if her precious little one allows breaks from their Lego® play and tea-time), you can find her de-stressing in her scrap room/office, journaling and documenting photos in albums, or creating sentimental cards for her family, friends, and even clients with whom she has developed lasting relationships. When her husband served in the military, she created handmade cards sent to our military heroes to write back home, as part of the nonprofit Operation Write Home. Her creative skills and interests also take her to art retreats, writers’ conventions, and Comic-Con.


“Be silly. Be honest. Be kind.”

— Ralph Waldo Emerson