Carlee is a Retirement Specialist at United Financial Center. She is a registered representative with United Planners and holds Series 7 and 66 securities licenses. She also holds health and life insurance licenses.
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 the Phoenix-Mesa Marathon in 2019.