Carlee is a registered representative with United Planners and holds Series 7 and 66 securities licenses as well as health and life insurance licenses. Additionally, she became a CFA® (Chartered Financial Analyst®) in October 2026. The CFA designation is globally recognized and attests to a charterholder's success in a rigorous and comprehensive study program in the field of investment management and research analysis.
Carlee graduated from Brigham Young University with a bachelor's degree in History and a minor in Anthropology in 2010. She graduated from Kent State University with a master’s degree in Library and information Science, emphasizing in Museum Studies, in 2015. She learned how to speak Spanish by spending 18 months in Argentina and joined United Financial Center in 2019.
Carlee is active in her church and the community and enjoys traveling and participating in both long-distance races and mud-runs. Her greatest achievement to date is successfully completing a 5 day hike through the Andes Mountains up to Machu Picchu.