Carly joined the firm in 2020 as an Investment Counselor. As a Certified Financial Planner™ and Certified Divorce Financial Analyst®, she brings a unique skill set to clients. Drawing on more than 15 years of investment management and financial planning experience, she enjoys balancing the human side of finance with the technical aspects of wealth management to meaningfully impact clients’ lives.

Born and raised in the San Gabriel Valley, Carly graduated from the University of California, Berkeley in 1999 with a Bachelor of Arts in Political Economy of Industrial Societies. Carly enjoys spending time outdoors with her three children.