Senior Operations Service Manager
Carli joined Waypoint Financial in January of 2018 with a background in serving clients in the financial industry and has a passion for helping people. She has recently become FINRA Series 7 and Series 66 registered and is an integral part of the day to day operations at Waypoint Financial Solutions, LLC.
Carli was born and raised in Waupaca and attended college at the University of Wisconsin- Stevens Point. She obtained her degree in Finance, Insurance and Real Estate. Carli also obtained her real estate license in the Spring of 2017 and is can help buyers and sellers at United Country, Udoni & Salan Realty Group. With her admiration for all that beautiful Waupaca has to offer, she is a fantastic resource for all.
Carli is an outdoor enthusiast and can show you the lesser known trails and activities around the area. When she is not working, you can be sure to find her paddle boarding, kayaking, hiking, camping, and working on house projects. Carli is a member of the Waupaca High School Scholarship Foundation as well as a volunteer for the Alliance for the Great Lakes program where she helps to conserve and protect the beautiful Great Lakes.