Carly Powers

Carly was born and raised in Austin, Texas, and obtained her Bachelor of Science degree with concentrations in Personal Financial Planning, History, and Human Sciences from Texas Tech University in 2021. She then began her career in finance at Charles Schwab, where she held the Series 7, 63 and 65 licensures, and is currently in pursuit of the CFP® certification, and a Master’s degree in Financial Planning.

This unique blend of knowledge from various fields of study has allowed her to develop a cohesive and expansive understanding of the more imperceptible connections between finance and psychology. Carly is inspired by being of service to her community, building relationships, and strategic analysis, and believes that financial freedom can be attainable through hard work, transparent communication, and collaboration.

Outside of work, Carly is passionate about history, travel, and family. She is an avid swimmer and enjoys the great state of Colorado with her dog, Captain. Carly combines professional acumen with a zest for living life fully, making her an energetic, compassionate, and trusted financial planning strategist.