C Carey Shook
Financial Representative|CLU®, ChFC®
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Kathie Bradley
Associate Financial Representative
As a second-generation financial professional, I have seen firsthand how having a strong financial plan can help all your future dreams be realized and the life-changing impact it can have during the most difficult times. I work with each of my clients to customize a strategy that fits their goals and needs for the future with flexibility and fluidity, while protecting and providing for those they care about most.
After years in the luxury hospitality industry, I bring a unique and focused level of service to each of my clients with a high attention to detail to ensure each plan withstands the test of time.
I am committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that are centered around you and your goals. I strive to provide you the best experience possible.