About Carly
Carly supports the Morgan Hill office with processing client paperwork, acting as a liaison between advisors and custodians, and ensuring client requests are completed in an accurate and timely manner. She provides operational support to advisors so they can spend more time working with clients to help them achieve their financial goals.
Originally from Rockville, Maryland, Carly now lives in Denver. In her free time she enjoys playing pickleball and tennis, going for hikes in summer with her dog Scarlet, and skiing in winter.
Education and Professional Milestones
-Goucher College – bachelor’s degree in economics
-Has also held a financial services role for SPC Financial, a financial planning firm in Maryland
Carly supports the Morgan Hill office with processing client paperwork, acting as a liaison between advisors and custodians, and ensuring client requests are completed in an accurate and timely manner. She provides operational support to advisors so they can spend more time working with clients to help them achieve their financial goals.
Originally from Rockville, Maryland, Carly now lives in Denver. In her free time she enjoys playing pickleball and tennis, going for hikes in summer with her dog Scarlet, and skiing in winter.
Education and Professional Milestones
-Goucher College – bachelor’s degree in economics
-Has also held a financial services role for SPC Financial, a financial planning firm in Maryland