Carly joined the DSF Wealth Management Group, LLC (DSF) Team in 2020 as a Client Concierge Specialist, assisting in all facets of day-to-day operations with clients, advisors, and internal team members. Her focus is the coordination of a great client experience. She hopes to brighten the day of the clients she interacts with through her positive and happy nature.
Carly met Kyle in college, and they were married in May of 2014. She is a South Hills native, and they currently reside in Robinson Township with their daughter, Kyla who was born November 2019 and their son, Coen who was born in January 2022. Carly graduated from Waynesburg University in 2013 with a Bachelor of Science in Accounting and minors in Finance and Business management. She was the captain of the Waynesburg volleyball and lacrosse teams and continued to coach club volleyball in Pittsburgh after graduating.
Carly worked as a Financial Analyst at UPMC and McKesson for the first handful of years of her career. After having a great experience building a Ryan Home, Carly joined their team for a few years until deciding to stay home with Kyla when the Coronavirus shutdown happened in 2020.
She decided to join the DSF team so that she could continue her career while having flexibility to maintain a better work-life balance.
Kyle and Carly belong to The Bible Chapel where she serves as a teacher in the preschool. She enjoys boot camp gym classes, traveling, trying new restaurants and breweries, taking the kids to the Zoo, and spending time with family and friends.