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Get to know Carly Summers


Carly Summers

Support Team Leader | Private Client Services

Carly has been with the firm for over a decade and has served in a variety of roles, from commissions to customer service.

Prior to joining Retirement Protectors, Carly started her career as an agent for New York Life.

She holds insurance licenses in life, health, and personal and commercial lines. She earned a management and supervision degree from Iowa Western Community College and a finance degree from Buena Vista University.

A resident of Waukee, Carly enjoys shopping, trying new restaurants, vacationing and keeping up with her son, Braxton.

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