As a Director in Pathstone’s Bellevue office, Carly serves as the Training Lead for the Pacific Northwest Advisory team. She also serves as both the main point of contact and support to several multi-generational clients and their families, working through a range of financial planning and investment related topics. She partners with many clients’ other advisors, including accountants and attorneys, to develop and deliver comprehensive financial planning advice to address cash flow, tax, insurance, retirement, and estate planning issues. Carly joined the firm after five years with another investment management firm, where she was responsible for crafting customized financial plans designated to meet clients’ goals and objectives.

Carly provides personalized financial guidance to every individual, family, and institution she serves. In following Cornerstone’s guiding philosophy, to always uphold the client’s best interest, Carly builds unbiased comprehensive wealth management strategies that allow clients to enjoy life beyond wealth. Over her years with Cornerstone, Carly has been honored and humbled by becoming the first call for clients when they face some of life’s biggest challenges and opportunities both professionally and personally:- Partnering together through different stages in life – As clients age and face new battles, Cornerstone provides comprehensive counsel. From negotiating their first mortgage to updating their estate plans clients consistently reach out to Cornerstone as their first call. - Connecting families with different professionals to accomplish the ultimate goals – Cornerstone partners together with many different professionals to best serve their clients. Cornerstone uses their vast resources to connect clients with the best professional for their circumstance. Whether it is a travel agent or a housecleaner Cornerstone takes pride in their fantastic network of specialized professionals. By truly integrating into the lives of clients, Carly is able to provide much more than financial advisement by building valuable and enduring relationships beyond the traditional transactional nature of financial services.