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Our Wealth Management Team

At Earl Financial, we believe financial planning is about more than numbers. It's about building lasting relationships and helping clients make confident decisions for their future. Our experienced team is committed to providing personalized financial guidance, exceptional service, and a collaborative approach to wealth management.

We take the time to understand your goals, answer your questions, and support you through every stage of life. Whether you're focused on growing wealth, preparing for retirement, managing investments, or creating a lasting legacy, our team is here to help simplify the process and keep you on track toward your financial goals.

Get to know the dedicated professionals who make Earl Financial a partner for comprehensive financial planning and wealth management.

Carly Earl

(425) 990-3013

carly@earlfinancial.com

Welcome! I am the lead advisor and managing member of Earl Financial Services LLC. In 2008 I earned my B.A. degree in Accounting from the University of Washington...

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Lisa Demers

Administrative Associate

admin1.earl@lpl.com

Lisa has more than twenty-four years of experience as an Executive Assistant with extensive experience working for financial advisors at Temkin Financial Group, Morgan Stanley, and UBS Financial Services. She studied business...
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Alexandra Berg

Senior Marketing Consultant

Alexandra Berg is an integrated marketing communications professional who currently works as a Marketing Consultant at LPL Financial. She graduated from Appalachian State University in 2021, having majored in communications with a...
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Sydney VanWell

Administrative Associate

Hello! My name is Sydney VanWell, and I am the assistant supporting Carly Earl here at Earl Financial Services, LLC. Born and raised in Washington, I graduated from the University of Washington in 2018 with a degree in Communications....
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