Carly is a Wealth Specialist in Mesirow Wealth Management. She is responsible for helping her team create comprehensive financial plans for individuals and families to help them accumulate, grow, protect and distribute their wealth.
Prior to joining Mesirow in 2025, Carly worked as an Associate Wealth Planner, where she prepared financial plans, investment reports and tax/estate analysis for clients. She also previously worked as a Credit Analyst, conducting financial analysis and financial reporting for commercial bank clients.
Carly earned a Bachelor of Arts in Economics and Political Science from The Ohio State University.