About Carly

Get to know Carly

30 Years of Insurance Experience

Carly’s been helping people with their Long-Term Care and Life insurance needs for 30 years. She’s seasoned, savvy, and stays on top of a constantly changing industry. She works with her clients to help them make informed decisions, choosing the plans that are best suited for themselves and their families. I love collaborating with other professionals who are part of a client’s “team” – Estate Planning Attorneys, Financial Planners, and CPAs. This a great holistic service to clients, and there’s a real need here. If you’ve been procrastinating about reviewing any of these coverage areas or are simply curious, please contact me. In many cases, people are surprised at how customizable coverage can be—and what peace of mind it brings.

Contact Carly

Hear What Our Clients Have to Say

Carly was incredibly helpful for us in both understanding our options and shopping for life insurance policies. Her communication was great– we never felt hurried or pressured, and she was available to answer questions and talk through how to approach our goals. Strongly recommend!

John S.

San Francisco, CA

Carly at CJB has been simply wonderful to work with. She is unique in that she really takes time to understand needs and worked primarily to educate us on the different paths, options and scenarios serving as a guide. I never once felt that she wanted us to buy a policy, which I think is always commendable.

Aaromal S.

San Francisco, CA

I went to Carly for Long-Term Care Insurance because I don’t want to be a burden on my family, but I was overwhelmed. Carly broke things down and explained the details so that I felt comfortable with my decision. I’m so happy to have an affordable plan that will help me in my later years.

Monique D.

Charlotte, N.C.

Carly has been a very responsive, helpful and kind professional in all of mine and my daughter’s interactions with her. She is also very experienced and knowledgeable and I would highly recommend her to anyone in need of insurance services!

Patricia M.

Denver, CO

Carly has been really great throughout this whole process. Insurance can be nuanced and personal, and Carly took the time to understand our goals and plans and then gave considered options with recommendations. I’d definitely recommend working with her.

Dylan C.

Texas