Carly is SunFox's Office Manager. You may hear from Carly when contacting the office, scheduling your annual review meetings, and if you need help making contact and beneficiary changes to your accounts.
Born and raised in the Bay Area, California, Carly migrated to the East Coast in April 2019, and currently lives in Greenville, South Carolina with her husband Steven, and senior black mini poodle, Jabba The Pup.
Carly has a Bachelor of Science in Applied Mathematics from Pacific Union College. One of her first jobs after graduation was an adventure to Aurora, Colorado where she worked in a similar role as an administrative assistant to financial advisors at Bellco Credit Union. Carly eventually returned to California where she held a number of accounting and finance related positions within Land Development, Manufacturing, and Commercial Real Estate fields.
When they are not working, Carly and Steven enjoy hockey, Star Wars, building Lego, and Taco Tuesdays!
Carly is happy to be working with our team. She has a special place in her heart for Denver and hopes to move back in the next few years.
Carly is not affiliated with Osaic Wealth, Inc.