Carrie Wetzel


"We assist business leaders in understanding their performance by building and delivering high quality reporting packages and regular KPI reporting. Each package is specialized to reflect the portfolio company’s KPIs, historical trends, and financial performance."


  • Auditor Ernst & Young, LLC
  • CPA Certified Public Accountant
  • BSBA, Accountancy Texas A&M University

Carrie Wetzel’s professional background includes financial reports and budgets, external audits, new market tax credits, and business and personal tax returns.

She has utilized her experience in several industries including healthcare, hospitality, real estate preservation, fund and private equity, and low-income housing.