Carlee started her role as a Portfolio Administrator at Journey Advisory Group in August of 2025. Carlee supports the Blue Ash office and is responsible for working with Senior Financial Advisors to maintain client portfolios. She has over 11 years of experience in the financial industry, building trusted relationships and delivering exceptional client service.
Carlee is a graduate of the University of Cincinnati, where she earned her bachelor’s degree in finance.
Outside of work, Carlee enjoys running, practicing embroidery, reading, and tending to her garden. She and her husband love traveling the world together—collecting memories, stories, friendships, and a few passport stamps along the way. At home, they enjoy relaxing with their two cats, Eggsy and Roxy. Fun fact: Carlee has also completed the Chicago Marathon.