Carrie Houchins Witt is a CFP® professional with 11 years of industry experience. She has led Carrie Houchins-Witt Tax and Financial Services LLC since 2006. The firm primarily serves individual clients, focusing on pre-retirees, retirees, and those navigating divorce, offering fee-only, hourly financial planning alongside tax and accounting services. Its investment approach centers on broadly diversified, low-cost index funds and ETFs, emphasizing asset allocation, tax-efficient asset location, and tax-sensitive withdrawal strategies within comprehensive financial plans.

Corey Houchins Witt is a financial advisor with Carrie Houchins-Witt Tax and Financial Services LLC in Coralville, Iowa. He holds a Series 65 designation and has seven years of industry experience. He has been with the firm since 2015. The firm primarily serves individual clients, focusing on pre-retirees, retirees, and clients navigating divorce. It offers fee-only hourly financial planning alongside tax and accounting services, emphasizing diversified, low-cost index funds and ETFs, tax-efficient strategies, and comprehensive financial plans without discretionary asset management.