Part marketing maven, part new business builder, and part client relationship manager, Karly plays a unique role within our firm. A Jacqueline of all trades, she is involved is most everything you see or hear about Marks Group. When she is not advising clients, she’s developing marketing campaigns, designing billboards, managing our digital presence, or coordinating our next client appreciation event. Karly holds a CERTIFIED FINANCIAL PLANNER™ designation, which is fitting because helping clients through complex financial transitions is what she does best.

Karly graduated from the University of Minnesota with a degree in Economics and Management. A self-proclaimed foodie, she enjoys visiting new restaurants with her husband James and sharing her own cooking with family and friends at their Linden Hills home. When she’s not pleasing her palate, she’s planning her next travel adventure to far-off destinations. Karly enjoys immersing herself in different cultures; especially ones where food, fashion and finance collide.