919-851-8200 ext. 217
Garrick is one of our Senior Client Service Associates. He joined our team in December 2018 and is a direct point of contact for our clients, assisting with all steps of the financial planning process and onboarding new clients to our continuous service model. Garrick helps with more complex client scenarios, and he is currently enrolled in the CFP® program.
Garrick grew up in Clayton, and graduated from Campbell University with a degree in Trust and Wealth Management and a minor in Finance. He was previously an intern at First Tennessee Bank, and also worked at US Trust in Delaware before joining the FSI team.
Garrick enjoys golf, volunteering with the local Phi Delta Theta fraternity, watching sports, and cooking. He is also an identical twin and has been to 6 different countries.