Professional photo of Carly Liebman.

Outside of work, I spend time with my husband, son, and dog. We enjoy cooking new recipes, going to the park, and taking our dog to the lake for a swim.
Carly Liebman
Senior Manager, CFP, JD


I advise clients on all aspects of estate planning, including legacy planning, wealth transfer, charitable giving, business success, and asset protection. My client base comprises high-net-worth clients and closely held business owners.

Clients appreciate that I take time to first learn about them to make sure any plans are tailored to their goals and objectives. I enjoy the ability to work with individuals and develop relationships with a variety of clients. 

I have more than 10 years’ experience. I belong to the Chicago Estate Planning Council. I earned my B.A. from the University of Maryland and J.D. from the Chicago-Kent College of Law.