Whitney Carr
Relationship Manager
Whitney Carr is our Relationship Manager, catering to the needs of our top clients and providing support to Josh. In order to provide the highest level of service, she obtained her FINRA Series 6 (Investment Company Products/Variable Contacts Limited Representative) and 63 (Uniform Securities Agent State Law Exam) Securities license in 2008 (not currently offering Securities) and her Indiana Life Insurance license in 2010. Whitney helps keep the office running smoothly, manages our staff, and works regularly with our clients to ensure that they are taken care of. She graduated from Indiana University in 2002 with a dual Bachelor's in Geological Sciences and Political Science. She loves Bloomington so much, she and her husband decided to stay and raise their 2 children here. She spends her hours outside of the office going to her children's sporting events, hanging out with her beloved dog, and reading lots of books.