ONE VISION, ONE TEAM, FOR 15 YEARS.

Since 1992 Lois Carrier, CFP^® and David Maurice, CFP^® have been dedicated to bringing sound, independent financial advice to the Tri-Cities communities. Today they continue to help people meet their financial needs through hands-on investment management, comprehensive financial planning, including estate planning, and retirement distribution management.

Lois Carrier, MAT, CFP^® | read more>>
President

David L. Maurice, MDiv, CFP^® | read more>>
Vice President

Harrell Webb
Investment Manager

Cathey McClelland
Client Accounts & Operations

Velma Rutherford
Client Relations & Business Coordinator

Carrier & Maurice Investment Advisors have taken the Higher Ground Principles of Leadership Pledge.

• Courage - being brave enough to reach beyond the boundaries created by our existing, often deeply held limitations, fears, and beliefs. Initiating change in our lives happens only when we are courageous enough to take the necessary action.

• Authenticity - committing oneself to show up and be fully present in all aspects of life, removing the mask and becoming a real, vulnerable, and intimate human being, a person without self-absorption, who is genuine and emotionally and spiritually connected to others.

• Service - focusing on others by listening to them, identifying their needs, and meeting those needs. Being inspiring, rather than following a self-focused, competitive, fear-based approach.

• Truthfulness - listening openly to the truth of others and refusing to compromise integrity or deny universal truths - even when avoiding the truth might, on the face of it, especially in testing times, seem easier.

• Love - embracing the underlying oneness with others and life. Relating to and inspiring others and touching their hearts in ways that add to both people.

• Effectiveness - being capable of, and successful in, achieving the physical, material, intellectual, emotional, and spiritual goals we set in life.