Carly is dedicated to maintaining the quality client experience we take pride in delivering. With her intensive attention to detail and reliable follow-through, our clients know they can count on Carly whenever they need, question or request.

Carly works together with the team to deliver attentive service while simplifying and organizing our clients' financial picture. In addition, she manages the daily business operations of our practice and provides support to our advisors to help ensure the smooth and efficient operation of our office.

Before joining Raymond James in March 2022, Carly was a branch office associate at Edward Jones and an office manager at LPL Financial. She holds Series 7 and 66 securities licenses and a Bachelor of Science in business administration with a certificate in applied finance and economics.

Carly was born in the Bay Area and grew up in Rogue Valley, where she lives today with her husband, Doni, and their daughter, Danika. In her free time, she enjoys crafting, camping, the outdoors and dogs of all breeds. (Her favorite is a chocolate Lab.) She is also interested in educational opportunities.