Support Advisor
Carly joined our firm in 2021 as a member of our Macon Client Services team and is responsible for delivering exceptional support to our clients. She holds an undergraduate degree in Marketing from Middle Georgia State University and a master’s degree in Business Administration from Mercer University. Carly has completed the requirement for her professional designation as a Financial Paraplanner Qualified Professional™.
Prior to joining our firm, Carly worked as an Office and Human Resources Manager at a local engineering firm. When not delivering exceptional service to our clients, Carly enjoys traveling and is an avid tennis player. She attends Ingleside Baptist Church and currently resides in Macon with her husband, Bo, son and her dog, Nyxie.