As a licensed account manager, Carlee draws on more than 20 years of experience in client services, including 7 years in employee benefits. She is adept at solving problems, finding answers, and making sure her clients are happy. Above all else Carlee values building lasting relationships and earning the trust of her clients by going above and beyond.

Born and raised in the Portland Metro area, Carlee graduated from Oregon State University with a Bachelor of Science in Art. Her spare time is spent with her husband, daughter and friends. You will often find her enjoying trips to Central Oregon or the Oregon Coast throwing a ball for her fur-baby.