Meet the Team
Carie is responsible for the general supervision of the firm. Lord & Gladden Wealth Advisors, LLC relies upon Carie’s extensive background in the financial services industry and proven commitment to developing client partnerships. Carie continues to set strategic direction for our client relations, marketing and expansion. Carie’s years of experience working directly with our chief strategist, partner firms and clients provides insight into successful portfolio management solutions while fostering the highest level of service. She has a Masters of Business Administration degree from Point Loma Nazarene University located in San Diego, CA. Carie has a demonstrated track record of professional achievement and personal integrity, and embodies the core values of the firm.
Carie Phelps is a registered representative of Securities Equity Group. http://brokercheck.finra.org/
Joye joined the Lord & Gladden Wealth Advisors, LLC team in 2009. Joye is responsible for the day-to-day office operation and management of the San Diego office, including client communications, special projects, and provides support to our advisors. She is also responsible for providing administrative leadership and provides back up operational support.
Elsie brings years of experience working in client relations. She is the former buyer for the Marine Corp Exchange and Factory 2 U stores. At Lord & Gladden Wealth Advisors, LLC she is responsible for handling account inquiries and account servicing needs. Her commitment to delivering the highest level of personalized attention and solution-oriented service to clients makes her an indispensable member of the team.