Team
Mary Sommers Carden
Owner / President, Financial Strategist
Mary is the president and owner of FS&I where she manages client assets, creates financial plans, and assists clients with their financial goals. She has dedicated her career to helping others, especially other successful women, pursue...
Chuck Carden
Director of Operations
Chuck handles the property of FS&I. He is responsible for upgrades and maintenance of the building.
Carrie Giannakos
Customer Service
Carrie, the first point of contact for our clients, joined us in 2017. She holds a Bachelor’s degree from Indiana University in Business Management and Administration and is a certified tax preparer. In addition to her work with...
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Judy Newbold
Event Specialist
Judy assists our staff with customer services during vacations, conferences, special events, and tax season.
Dowie Jones
Office Mascot
Dowie Jones is our office mascot. She is a Maltese Poodle mix and enjoys interacting with our clients.
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Anna Ferguson
Client Service Manager
As a customer service manager Anna provides support and assistance for client requests. Anna has a Bachelor of Science degree in Finance and Economics. Also, Anna graduated from Indiana University with an MBA degree in Finance and...
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