Carly Wieland, CFP®, ChFC®

Carly is extremely passionate about helping clients create an overall financial plan that sets them on the path toward achieving their personal goals and reaching their full potential.

She also wants to help clients plan for any unforeseen circumstances. A Summa cum laude graduate of Saginaw Valley State University with a bachelor’s degree in marketing and management, she is a CERTIFIED FINANCIAL PLANNER ™ Professional and Chartered Financial Consultant. She started with the team as an Intern in 2018, after graduation in 2020 she became a Business Development Associate and is now a Wealth Advisor. Outside of work, Carly is an active volunteer in the community with organizations like Junior Achievement and the Young Professional network in Saginaw. She is also a Saginaw, MI Chamber Ambassador. She enjoys spending time with her husband Brady and their Golden Retriever, Oakley, who seems to think she is a princess. She can also be found running, skiing, doing DIY projects around the house and experiencing new things!