Carly joined Spectrum Financial in 2017. Her focus is on supporting the advisory team and our clients directly. She has over 20 years of administrative and management experience across various industries. Carly’s previous work experiences have instilled in her the importance of putting client’s needs first. She puts this ideal into practice by working to ensure our clients’ accounts are handled accurately and timely. With an array of duties including Compliance, Bookkeeping, Business Processing, and Client Service. She enjoys engaging with clients while addressing the questions or concerns they may have about their accounts. Dedication to her role ensures exceptional client
Carly resides in Catawba, NC with her fiancé Kevin. They spend time exploring NC through boating, camping and various outdoor activities with their family. Carly serves as an Ambassador for the Catawba County Chamber of Commerce.
Upon realizing the value that could be added to a client’s experience by having someone, in addition to their financial advisor, that they can rely on for questions or service requests. Carly began obtaining her FPQP- Financial Paraplanner Qualified Professional designation from Collage of Financial Planning. Carly is also pursuing her B.S in Business- Finance in goal of becoming a Financial Advisor.