Behind the Desk
Carly believes in the Financial Planning Process where she uses a collaborative approach with clients. It is important to understand qualitative and quantitative information while identifying and selecting goals. As a founding Wealth Advisor with Arrow & Bow, she understands the quality of any financial plan is directly proportional to the quality of information provided by the client. Carly helps clients understand where they currently are and how to arrive at where they want to be. Carly monitors the Financial Plan to ensure that as things change in the client’s life, the plan does not fall apart.
After going through her own divorce, Carly decided that she wanted to help others in the same situation. She has over a decade of investment experience, but now chooses to focus on financial planning where divorce is concerned. As a CDFA®, she can provide the client and attorney with data analysis that shows the financial effect of any given settlement. Her role is also to collect the financial data and perform analysis. She is also skilled with presenting difference scenarios and can talk through the budget and expenses with clients. It is important to understand how the decisions today will impact the client’s financial future.
She has a BA from The University of Georgia with a minor in Financial Planning.
Licenses and Certifications
- Series 65 (held with LPL Financial)
- Series 6 (held with LPL Financial)
- Series 63 (held with LPL Financial)
- SIE (held with LPL Financial)
- Life, Health, & Accident
- AIF® (Accredited Investment Fiduciary)
- CDFA® (Certified Divorce Financial Analyst)
Out of the Office
Outside of the office, you can find Carly spending time with her husband and two children. She is often spotted walking and rucking around Masons Bend or Baxter Village. Carly also enjoys virtual workouts on the Mirror or spending time in her pool and hot tub. She loves to travel back to Atlanta with her family and enjoys completing GORUCK Star Course Marathons across the country. Carly and her family attend Lifepointe Church in Fort Mill.
In the Community
Carly loves to give back in her community and tries to give in many different ways. Giving blood is one way that Carly has given to the community and she gives whenever she is eligible. Carly enjoys volunteering in her neighborhood with her neighborhood newsletter and different clubs and organizations within.
- Masons Bend Newsletter, Newsletter Committee
- Masons Bend Football Club, Founding Member