Senior Client Analyst
Do you have a vision for your future? It might be unclear. Or seem impossible. And that’s exactly the challenge that Carley loves to take on – helping you turn vague notions into a plan of action. Be it retiring early, living abroad, or launching a new business, Carley and the advisor teams she works with run the numbers so you can see all your options.
A native of southern California, Carley enjoys walking to work in Seattle and planning her day along the way. In the office, she works on your long-term plan, including monitoring your investment portfolio to ensure it is performing as intended and alerting you to new opportunities for aligning your assets with the life you want. What does she find unique about working at LNWM? “We don’t ever skimp or cut corners.”
Designations and Education
- CERTIFIED FINANCIAL PLANNER™ certification
- B.A in Business Administration and English
Mount St. Mary’s University