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 and their son, Coen. 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’s professional background is rooted in healthcare finance, where she spent years helping healthcare organizations navigate financial and operational challenges. Joining the DSF team provided Carly with the opportunity to continue a fulfilling career while enjoying the flexibility to be present for the moments that matter most with her family.
Today, Carly serves as the Community Outreach Coordinator for the 4:12 Foundation, a nonprofit founded by her husband, Kyle, whose mission is to share God’s love by supporting individuals and families facing adversity throughout Western and Central Pennsylvania. In her role, Carly personally connects with each nominee who reaches out for assistance, offering encouragement, compassion, and guidance during some of life’s most difficult seasons.
While she continues to assist with various projects at DSF, the majority of her time is now devoted to serving families through the 4:12 Foundation. She is passionate about building relationships, extending hope through faith, and helping individuals see that brighter days are ahead. Through every conversation, grant, and act of kindness, Carly strives to ensure that those facing hardship feel supported, valued, and loved.
Kyle and Carly attend North Way Christian Community Sewickley Valley where they actively serve. She enjoys boot camp gym classes, traveling, and spending time with family and friends.