Carly serves as the Director of Operations for Integrity Investment Planning Group. She has a passion for helping others and creating meaningful relationships. She handles all new business processing for securities and life insurance in addition to servicing existing investment accounts and insurance policies. She also does whatever is needed to keep the office organized and running as efficiently as possible.

Carly graduated from Wayne State University with a bachelor’s degree in psychology and has worked in the financial planning industry since 2019. She holds a Michigan life, accident, and health insurance license as well as a FINRA Securities Industry Essentials license.

Phone - (248) 873-3186
Email - carly@integrityipg.com