Carly Burgess

Carly grew up in Appleton, WI and currently lives and goes to school at the University of Wisconsin-Madison. She is working towards her degree in Personal Finance as well as her CFP® designation.  Carly has always been passionate about helping others achieve financial security and success and helping families and individuals to navigate their financial journeys with confidence. Outside of her studies and work, she enjoys spending quality time with her family and friends, traveling, staying active, and diving into a good book.