BRAD WERNER - Key Persons
Carmen is Director of Operations at Brad Werner & Company with over 18 years of experience helping family's achieve financial security. She is responsible for all aspects of your client experience.
Involved with all aspects of the firm, Carmen serves as the firm's nerve center, coordinating several responsibilities to provide smooth operations so that client service is sustained at peak efficiency. Her duties include client coordination, servicing client accounts, managing advisors' calendars, and facilitating all internal and external communications - as well as assisting with day-to-day needs.
Carmen joined and transformed Brad Werner & Company in 2001. She made office management her specialty from the beginning of her career. Her formidable experience includes serving her country as a United States Marine. Not afraid of hard work, she worked for 10 years in the steel industry as well. Improving inner-office procedures at Brad Werner & Company was her initial focus. Strong communication skills, efficiency and the willingness to accomplish the task at hand are among the professional abilities that allow Carmen to excel.
Carmen, in her role as Client Relationship Manager, works closely with Brad and all of our clients, developing deeply personal relationships with the families we proudly serve. She holds her Series 7 and 63 licenses. Carmen shares, "When it comes to paperwork, I am a perfectionist. I enjoy taking the complex and making it simple and understandable to our clients."
Carmen has a strong belief that people should actually understand what's happening with their money.
A native of Northwest Indiana, Carmen lives in Chesterton with her husband, Brad and their son Alex. This also includes two rescued father and son doggies, JD and Diablo. In her non-working time she enjoys spending family time creating wonderful meals and movie night with the family at home. She loves to cook with a great Cabernet Sauvignon and sometimes even puts it in the food.