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Carrie Masure, LUTCF® IRMAA-CP™ Insurance Specialist & Financial Advisor, Gradient, LLC Contact Information: • Phone: 602.618.4058 • Email: carrie@sureff.com Business Philosophy: I am committed to helping my clients protect their financial security as they plan for retirement. My goal is to always recommend solutions that align with my clients’ best interests. As a Fiduciary, I am legally obligated to prioritize my clients’ needs, and this principle is at the heart of my approach to financial advising. Personal Background: I relocated to Arizona in 2013 from the Chicago area. My amazing husband, Wes and I are passionate about spending time outdoors and enjoy the beautiful Arizona climate. We love to travel and consider ourselves food enthusiasts. We have three great sons and a dog named Pixl Professional Background: With over 25 years of experience in the insurance and finance industry, I have held various roles across major companies. I am licensed in Health and Life insurance in Arizona as well as other states. Currently, I serve as a Financial Advisor with Gradient Advisors, LLC
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