Meet Carleen

Carleen is a Director of Operations and Partner for Cascade Financial Partners. Carleen offers exceptional support to ensure all current and prospective clients receive an excellent client experience. With over 25 years providing the highest level of client service in the financial industry, she acts as a liaison between the clients and the financial custodians. This knowledge and experience allow her to develop operational efficiencies while creating an incomparable client service model for the families we serve.

Carleen earned a BA in Business Administration and Finance from the University of San Diego. She loves spending time outdoors with Brandy (her Miniature Australian Shepherd), as well as travelling with her husband, Marc, and their two grown children, Jake and Allison.