Carly helps us maintain the high level of service we provide to our clients. Knowledgeable and responsive, she provides timely, accurate and meaningful answers to our clients’ questions and makes sure their needs are always her greatest priority.
Carly provides support for our team’s client accounts, prepares documents, schedules client meetings, and assists with marketing efforts. She also manages a wide range of client needs, from account maintenance to trades and service requests. Empathetic and detail-oriented, her goal is to always make working with us easy and effortless.
Before joining our team in October 2019, Carly was a registered client associate at Wells Fargo Advisors and a dental assistant at Nanook Dental.
Originally from Salt Lake City, Utah, Carly lives in Fairbanks with her husband, Keegan, and their fur children, Steve and Bailey. In her free time, Carly enjoys being outdoors. You can usually catch her skijoring, hiking, fishing, or on some adventure with Keegan, Steve, and Bailey.