Meet The Team

Meet Cathie Carden

I am a Client Service Specialist for Carolina Retirement Planners. David always jokes that we’re the ones that actually do the work. I take care of the nitty-gritty details to make sure your financial life runs smoothly. I will get on the phone with both you and the various financial companies to make sure what you want happens and to fix any problems that may come up from time to time.

I’m a graduate from the University of Akron. I love the feeling of learning new things and am currently taking advanced classes online with Notre Dame College of Ohio. I have been in the financial securities industry for 17 years and have extensive experience in getting things done.

A few years ago, I gathered my family and traded in the cold winters of Copley, Ohio for the warmer weather of Surf City, North Carolina. I’ve been married to my dashing husband for 27 years and we have two beautiful daughters, Danielle and Morgan. If I’m not nose deep in a good book, you can find me on the beach with my family and neighbors.

When the weather is nice we spend time together boating and fishing. Thankfully, fishing is just a hobby and all the little fishes are released back to the water, because I would not be a fan of having to clean them…ew yuck!