Carly J. Wieland

Born and raised in the Great Lakes Bay Region, Carly has deep roots in the community. Her parents,  grandparents and most of her extended family live locally and spending time with them, creating memories, is truly priceless to her. These early experiences shaped her belief that strong foundations—whether in family or finances—are the key to a fulfilling life!

Carly is passionate about helping clients take control of their financial futures. She works closely with individuals and families to create comprehensive financial plans that align with their personal goals, prepare for the unexpected events, and set them on the path toward financial freedom. Beyond her work with clients, Carly is deeply committed to educating the community about personal finance, helping people understand what they can do now to build lasting security and opportunity for themselves and their families in the future.

A Summa cum laude graduate of Saginaw Valley State University with a bachelor’s degree in marketing and management, Carly is a CERTIFIED FINANCIAL PLANNER® professional and Chartered Financial Consultant. She began her journey with the team as an Intern in 2018, became a Business Development Associate after graduation in 2020, and is now a trusted Wealth Advisor. 

Outside of work, Carly stays actively involved through organizations like Junior Achievement and the Young Professional Network in Saginaw. Carly is also proud to serve as a Saginaw County Chamber Ambassador, further supporting her commitment to connection in the community. She enjoys spending time with her husband Brady and their Golden Retriever, Oakley, who seems to think she’s a princess. Carly also loves being active, tackling DIY projects around the house, and new experiences. Always looking for ways to grow, both personally and professionally.

Carly is not registered with Cetera Wealth Services LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is in no way related to Cetera or its registered representatives.