Our Wealth Management Team
Carly Earl
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...
Lisa Demers
Administrative Associate
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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