Carrie Kaestner is the client service manager at Allodium Investment Consultants. She leads the Allodium service team as they strive to deliver impeccable customer service by adhering to high client service standards and consistently improving technology and procedures that help produce exemplary results. Carrie also plays an integral role in the development of Allodium’s financial plans and serves on the Client Service, Financial Planning, and Fiduciary Consulting Committees.

Carrie joined Allodium in 2017 and brings more than 20 years of experience in the investment profession. She takes pride in delivering personalized client service and support so that our clients experience the best service possible. Carrie’s professional background includes many years in a client service associate role, where she supported advisors and addressed the day-to-day needs of clients. While in this role, she completed extensive securities industry training and previously held her Series 7 and 63 licenses.
Carrie earned her Bachelor of Science degree cum laude from the University of Wisconsin–River Falls.

Outside of the office, Carrie is an outdoor enthusiast with a lifelong passion for horseback riding and training. She enjoys camping and exploring state parks and forests throughout the Midwest with her Tennessee Walking Horse, Newman. Carrie enjoys all outdoor activities and spending time with family and friends.