Office Administrator
Carrie Baker

Experience: Started career in 2005.
Education: Bachelors of Business Management – Purdue University

Carrie joined the team in October 2023 when Martin James Investment & Tax Management became a part of Modern Wealth. She plays a big role within our tax department through internal accounting/bookkeeping, client communications, first and last touch of client tax documents (SurePrep & then E-file), project management, and serving as a technology consultant.

Carrie and her husband, Andy, have two daughters, Lottie and Doria. Their kids’ activities keep them busy, as Lottie plays travel soccer and Doria is on the robotics team (been to World’s twice in Dallas). She loves to vacation at the beach and spends free times with friends and family.

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