Carlie Zeidler recently joined the firm as a Client Associate, where she supports clients and advisors with a commitment to detail and service. She currently holds a Series 7 registration through LPL Financial and is in the process of studying for other securities industry examinations.

She earned both her Bachelor of Science in Business Administration with a concentration in Finance and her Master of Business Administration from Monmouth University. During her academic career, she consistently distinguished herself with honors, including being inducted into the Beta Gamma Sigma International Business Honor Society and Phi Eta Sigma National Honor Society. While completing her studies, she combined hands-on research in finance and economics with leadership opportunities, serving as Treasurer of the Financial Planning Club and working as a Graduate Research Assistant.

In addition to her academic background, Carlie has built strong professional skills through roles in research, client service, and organizational support, including experience in the legal field, education, and community organizations. This blend of experience and education enables her to bring both analytical insight and a client-focused approach to her work at the firm. Outside of work, Carlie is very family-oriented and values spending quality time with loved ones. In her free time, she enjoys cooking, baking, relaxing at the beach, and fishing.