Carly Sipe
Wealth Advisor at KJWM | Assistant Varsity Coach for OHS Girls Soccer | Always believe and focus on what you want to happen and it will
- Role
- Wealth Advisor at Kiley Juergens Wealth Management, Llc
- Location
- Olympia, WA, US
- LinkedIn followers
- 500 followers
About Carly Sipe
A little bit about me:Retired D1 athlete. Obsessed with goldendoodles (ok, all dogs really). Olympia High School Girls Soccer Assistant Varsity Coach. World traveler. Amateur chef and baker. Friend. Daughter. Sister.
Experience
Wealth Advisor
Kiley Juergens Wealth Management, Llc
Sep 2023 — Present · Olympia, WA, US
Kiley Juergens Wealth Management, LLC is a registered investment adviser based in Olympia, WA. Currently, we offer the following investment advisory services, which are personalized to each individual client: Portfolio Management Services; Financial Planning Services; Selection of Other Advisers; Pension Consulting Services. We offer investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities.Address: 2409 Pacific Ave SE, Olympia,WA 98501Phone:(36••••••47Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Kiley Juergens Wealth Management, LLC, an SEC registered investment adviser. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Please visit our website for additional disclosures:
Education
University of Dayton
Bachelor of Applied Science - BASc, Mechanical Engineering
University of Portland
Bachelor of Applied Science - BASc, Mechanical Engineering
2017 — 2019
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