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’s the most recent team member to earn a CERTIFIED FINANCIAL PLANNER™ designation. Karly enjoys simplifying the complexities associated with financial transitions throughout ones life. Karly is involved in most everything you see or hear about Marks Group. When she is not advising clients, she’s designing billboards, developing marketing campaigns, updating the website, or coordinating our next client appreciation event. She’s also tech savvy enough to have taken on the unofficial role of Chief Technology Officer.
Karly graduated from the University of Minnesota with a degree in Economics. A self-proclaimed foodie, she loves visiting new restaurants and enjoys creating her own signature dishes. When she’s not pleasing her palate, Karly and her husband James host family and friends at their Linden Hills home. And they’re always planning travel adventures to far-off destinations. Karly enjoys immersing herself in different cultures; especially ones where food, fashion and finance collide.
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