Carrie has been an integral part of the CTI team for more than 7 years, bringing with her over 18 years of extensive experience in client service. Throughout her career, she has specialized in working with CPA firms and their clients, making a significant impact across multiple industries. Carrie’s expertise has enabled her to assist hundreds of CPAs nationwide, leading to the identification of over $1 billion in tax credits and incentives for U.S. businesses.

In addition to her hands-on work, Carrie is a highly regarded speaker and thought leader in the field, captivating audiences at a wide array of speaking engagements across various industries. She has hosted numerous webinars and appeared as a guest on several prominent podcasts, sharing her expertise and insights with professionals eager to refine their practices. Carrie’s thought leadership is further demonstrated through her published articles in respected industry publications. One of her focuses is on speaking to and educating the CPA community on vital issues and emerging trends impacting their clients.

Currently, Carrie plays a pivotal role in the strategic efforts to drive business growth at CTI, leveraging her wealth of experience to shape initiatives that elevate client success and organizational excellence. A proud graduate of the University of Houston, Carrie remains committed to empowering CPA firms and their clients through her innovative strategies and unwavering dedication.