With over 20 years of experience as an independent insurance broker in Long-Term Care, Carly can still say that she loves her work. It's a pleasure to educate and be of service. She truly believes that the best salespeople are educators and when you treat clients well, they become your marketing force.
Carly graduated from UC Berkeley with a degree in East Asian Studies. She’s lived and worked in Japan, Korea, Argentina and Columbia and calls Colorado and California home.
She started out as a Series 7 Registered Rep in the 1990’s, took courses at UC Berkeley’s Extension program in Personal Financial Planning, and is proud to hold the CLTC certification for which she is constantly taking courses to stay current with the market.
Carly experienced, firsthand, how Long-Term Care Insurance provides an emotional lifeline and financial cushion for families. When my parents refused to pay for Long-Term Care Insurance, my siblings and I paid the premiums for both parents. My mother was on claim for 4 years before she passed. My father has been on claim for 2 years and is going strong.
After all the travel, Carly and her husband call Denver home where they enjoy city living and mountain getaways with their cattle dog.
NIPR: 2622738
Licensed in: CA (#0B51667), CO, IL, TX (#3004154), NC