Our Team

CARLI has spent the better part of the last two decades dedicated to the field of finance and investments. It was a passion that started early and led her to where she is today, building a firm that helps high net-worth individuals manage their wealth through holistic and comprehensive financial planning. Understanding financial planning and investing is more of a journey than a destination, she recognizes that each person has a unique purpose for their wealth, and it is her goal to help her clients fulfill that purpose. Her attention to detail, love of problem-solving, and compassion for clients allow her to provide the level of service necessary for a successful long-term client-advisor relationship.

Prior to founding Signal Wealth Advisors, Carli gained invaluable experience as a Wealth Advisor at a $2.2 Billion Wealth Management firm local to Austin, TX. Leading up to becoming a Wealth Advisor, she worked for Dimensional Fund Advisors, a global investment management firm headquartered in Austin, TX. Her experience at Dimensional allowed her to gain the foundations necessary for providing wealth management services to her clients. Her time spent on the Portfolio Management team and her role in educating Dimensional’s institutional and advisor clients on various retirement solutions, fostered the knowledge and expertise necessary to transition to working with high-net-worth individuals.

In Carli’s free time, you can find her cheering on her kids at their various activities and sports, planning a trip to somewhere adventurous with her husband and family, hanging in or around water, or cuddling up on the couch with her French Bulldog, Elli.

SARAH is a Texas native who was raised in New Braunfels where she began her career in the banking industry in 2012. After several years, she recognized her passion for thinking outside the box and the impact of treating each client interaction with a thoughtful, relationship-driven approach. Combined with her banking experience, this provided the foundation for her to transition to the Wealth Management industry seamlessly four years ago. Specifically, Sarah helps high net worth individuals navigate their financial journey by providing assistance with the development of tailored financial planning. She is incredibly passionate about helping each client she works with to achieve their financial goals.

KIM is a native Austinite, born and raised in Austin, TX. She attended St. Edward's University where she earned a degree in International Studies. She was also a 4-year letter winner on the volleyball team (Go Hilltoppers!). From there, she attended Western Governors University and earned an MS in Management and Leadership. 

After college, she pursued a certificate to teach special education, which once earned, she put to use for 15 years (8 of which were in England). While in England, she met her husband, Steven, and they like to say she brought him back as her souvenir. Upon returning to Austin, she stepped away from teaching and began program coordination and operations work both in the public and non-profit sectors. 

In her free time, she enjoys playing fetch with her Frenchie, Penny. She loves animals and dogs are her favorite. She and her husband travel whenever they can. Colorado, Spain, and England are their favorites!