Carli Stryker

About Carli

I didn't know it at the time, but the 2008-2009 financial crisis had a huge impact on my life and my career choice.

My dad was a business owner, and I saw firsthand the effect the economy could have on a family. Fortunately, my parents had strong financial planning values and though it was tough, their small business was equipped to withstand one of the most significant financial crises.

This experience laid the foundation for my passion in financial planning. I saw how beneficial thoughtful planning and asset management could be for my own family in arguably one of the most trying economic times.

The most fulfilling part of my work is helping a client determine if they are on track for retirement and if not, how we help give them the tools and guidance to strive to get there.

I feel it is our duty and obligation to prepare our clients for both the best times and the worst.

It is also helping my new husband and me to lay our foundation as we look toward our future. We enjoy spending time with our rescue animals, exploring different cities and taste-testing at local breweries.

Carli’s Responsibilities

• Serving a lead role in our financial planning department alongside the Advisor Team

• Creating sound financial plans for clients and adjusting and monitoring the plans on an ongoing basis

• Serving as a resource for inbound client requests and account related inquiries

• Member of the ROFG Investment Committee, where we analyze macroeconomic data and translate it into actionable portfolio solutions