Carrie Overton

Phone: 913-661-1770
Fax: 913-661-1713

Carrie joined our firm in 2022 as a Registered Planning Assistant. She holds her Series 7 & 63
securities registrations. Carrie strives to give a seamless experience when working with each
client to opening accounts, transfer assets and any needs clients may have. She is a friendly
resource in our office who is here to help walk you through the process. Outside of the office,
Carrie enjoys playing pickleball and spending time with her family.

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