Carrie L. Fellon, CFP®, joined Agili (formerly JoycePayne Partners) in September, 2016. As a Financial Strategist and Personal CFO to successful individuals, families, and institutions, she focuses on long- lasting relationships, personalized planning, and financial management to create piece of mind and a path to their dreams.
Born in Chicago and transplanted to Pennsylvania as a teenager, Carrie met and married Mark. They have resided in the Lehigh Valley since 1980, raising two sons who are now married with children of their own.
A lifelong learner, she is often asked if she was once a teacher. Yes, she started teaching at the age of six in the utilitarian basement of their home, next to her Mom’s laundry tubs and washing machine. Penny, the family beagle, watched attentively as Carrie demonstrated penmanship and solved addition problems on her green chalkboard.
She continues to teach by providing financial strategy and advice at a fee-only firm whose only source of compensation is the fees paid by its clients. She also teaches personal finance classes on college savings planning and Social Security maximization at Northampton Community College.
Before joining Agili, Carrie was President of Life Stage Financial Solutions, a financial advisor with Waddell & Reed in Bethlehem, and a financial planner at Legacy Planning Partners in Allentown. She holds a BS in Business Management from Centenary University and a Certificate in Personal Financial Planning from Moravian College.
Carrie has served on BW NICE Lehigh Valley’s Executive Leadership Committee since 2012 and currently leads as President. Other current and past community involvement includes Core Team of Good Shepherd Rehabilitation Women’s Giving Circle; Finance Committee of Third Street Alliance for Women & Children; Finance Committee, Lector, and Eucharistic Minister at St Jane Frances de Chantal Church; Families First Learning Together Mentor; and Ambassador for the Greater Lehigh Valley Chamber of Commerce.