Carly has over 25 years of industry experience and has worked at Baird for 23 years.
She supports the Rivard Teahen Wheatley Group providing wealth management solutions through financial planning.
She works closely with individuals and families building a foundation and helping them reach their financial goals.
Client satisfaction is her top priority, consistent with Baird's mission to provide the best advice and service to its clients.
She received a Bachelor’s degree from Western Michigan University, currently holds her Series 7, 6, 63, and insurance licenses and obtained her CERTIFIED FINANCIAL PLANNER™ certification in 2011.
Carly, and her husband Dan, live in Traverse City and have two busy kids. In addition to spending time with her family at ski races, lacrosse games, and cycling events; she enjoys being on the water, sunshine, and yoga.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirement.