Carly Lambeth earned dual bachelor's degrees from Loyola University Chicago in both Business Management and Psychology. After a successful internship in her Senior year, Carly was recruited to manage and plan large Weddings and events back in her home state of California at Ponte Winery in Temecula. For two years, she enjoyed helping her clients plan at this pivotal point in their lives. This experience helped form her desire to help aid individuals and families as they navigate the challenges of planning and pursuing a positive financial future. Carly began her career in Financial Services shortly thereafter by working as a Project Manager for Thrivent Financial Services in Temecula. After gaining experience there, and working with several Senior Advisors, Carly was hired here at Retirement Wealth Group and is working towards becoming a Financial Advisor. Outside of work, Carly enjoys a very active life. She loves to travel, enjoys reading and prioritizes family time. She became a first-time homebuyer in 2023 and loves all elements of design.