Carolee has been with the Owings Mills office of CIC Wealth since January 2009. She is our first point of contact on the phone and in person when our clients call in or come in to our office. She makes our clients feel very welcomed and invited before the start of a meeting with one of our financial advisors.

Carolee graduated from Central Connecticut State University with a Bachelor of Science degree in Accounting. She has over 15 years of experience in the private and public sector of accounting. She grew up in Connecticut and now resides in Westminster with her daughter. Carolee enjoys shopping, traveling and spending time with her daughter.