Lois Carrier, Certified Financial Planner™ professional is a Founding Principal, President & Chief Executive Officer of Carrier, Maurice & Webb Wealth Advisors. Lois is the visionary of the firm, guiding the firm’s direction. She is involved in client meetings, serves on the Investment Management team and is responsible for creating a special environment in which clients receive individual attention and know their best interests are always top of mind. Lois is married to her business partner David Maurice. They live in Elizabethton, TN with their renowned cat of great fame, Samson.
Lois and David are charter members of the Kinder Institute of Life Planning. They have completed the Comprehensive Training for Registered Life Planners ® (RLP®) and are authorized Presenters for the Kinder Institute of Life Planning Workshops.
Lois and David are also charter members of the Nazrudin Project, an influential, international think tank of leading financial planners advancing the principles of holistic financial planning, emphasizing the more personal and values driven elements of financial planning decisions and processes.
Some of Lois’ Favorite Things
- Favorite pastime? I love to be outdoors, get very quiet and observe all of nature.
- Favorite vacation spot? Island of St. John, Canneel Bay
- Favorite kind of vacation? I love to tent camp and cook gourmet meals over a campfire, watch sunsets and the starry skies
- Favorite place you have visited? Nevis
- Most important things to me? God, Family, Friends
- Favorite animal? Horses
- Favorite movie/TV show? NCIS
- Favorite season? Summer
- Dream vacation? I want drive all over the Unites States with no schedule and no time limit and especially the western states.
- Aspirations? The future me wants to explore oil painting, pottery making, tap dancing, visit a dude ranch for a month, live in the wild and off the land for at least a month, learn to play blues piano.
- B.S Degree East Tennessee State University
- M.A.T. Degree East Tennessee State University
- Charter and Founding Board member of the Financial Planning Association
- Named America’s Top Financial Planners by Consumer Research Council annually since 2006
- Over twenty years of weekly financial educational segments on local TV
- Interview on CNBC and quoted in many prestigious journals and magazines
- Co-author of the book, “For Women, By Women”
- Co-host with CMW partner David Maurice of the financial educational radio show "Minding your Money"
"For me there is absolutely no problem, emotional, spiritual or physical that quiet time alone in nature cannot soothe."
Many wonderful people have added to my life for which I am thankful. Many events throughout my life helped mold me into the person I am today even as I am still growing. Looking back I realize that two of them had the greatest impact on my life. The first was growing up the middle child between two wonderful brothers in a very poor and financially struggling family. Our Mother was a saver- our Dad a spender. We grew up with very mixed messages about money. This family experience impacted me in several ways.
The memories of my mother working so hard and worrying constantly about how to provide for us children has been a major incentive in my desire to help women become financially knowledgeable and independent.
My older brother had a disability. Because of that I remember the kids at school treating him extremely cruelly. I also remember being made fun of because I didn’t have fashionable clothes – mine were all hand me downs or mostly homemade. Both of these memories created in me a strong desire to defend and protect anyone or anything considered an underdog. I have dedicated much of my work to educating the poor and have often said if I were independently wealthy I would be a money missionary.
The second was the death of my very best friend tragically killed in an accident our freshman year in high school. At that young age I came face to face with the frailty of life and became very serious – no time for fun and teenage stuff, thus graduating high school and college each in three years and at age 19 ready for what the world had to offer. I finally realized I was always running at and through things as fast as I could go.
The most important thing I have learned about myself is that there is absolutely no problem, emotional, spiritual or physical that time in nature cannot cure. I go to nature and am soothed, healed and my senses put back in order and I remember who God is, and it isn’t me!