Carly, a CERTIFIED FINANCIAL PLANNER® professional at Severn Financial Advisors, specializes in delivering comprehensive financial planning and investment services to individuals, families, and business owners. Passionate about providing peace of mind amidst life's chaos, Carly collaborates closely with clients to ensure they have a well-prepared plan, allowing them to focus on creating cherished memories with loved ones.
After working in the nonprofit industry in Washington DC, Carly transitioned to Severn Financial Advisors, where she enthusiastically pursued advanced education. Holding the esteemed CFP® credential, Carly takes pride in being one of the 23% of women CFP® professionals in the country.
Fluent in Spanish, Carly earned a dual-major Bachelor's degree in Latin American and Hispanic studies and Communications & Media Studies from East Carolina University.
Beyond her financial expertise, Carly extends her passion for well-being by teaching yoga, mindfulness, and meditation at Yoga Factory in Annapolis, Maryland. Whether guiding individuals on the mat or in financial planning meetings, Carly provides a safe and comfortable space for self-expression.
As a resident of Annapolis, Carly enjoys being outdoors and traveling with her fiancé Evan, friends, and family.