Case Study: Ameritas Advisory Services helps Carrie Leeb achieve a personalized financial strategy with Ameritas

Ameritas Advisory Services, LLC builds a decades-long financial strategy with Ameritas over 25 years

The customer, Ameritas Advisory Services, LLC, provided financial advisory services to artist and entrepreneur Carrie Leeb. The challenge was to develop a long-term, personalized financial strategy for both her personal life and her business, Spark Studio, that would evolve to meet her needs at each stage of her life and support her creative pursuits.

The solution implemented by Ameritas was a deeply personalized advisory relationship. Amy Blodgett of Ameritas went above and beyond to research impact investing and micro-financing options tailored to the client's interests. This approach made the financial process simple and fun, allowing the client to feel comfortable about her financial future. The result was a highly fulfilling life for the client, who could confidently pursue her creativity and business goals, supported by the strategy developed with Ameritas.

Ameritas Advisory Services, LLC