Carly Kozeal

As a Financial Advisor at Northwestern Mutual (NM), Carly Kozeal enjoys the relationships she gets to make every day. Carly began her career at Northwestern Mutual as an intern in the fall of 2021 with a background in business and finance, as she attended Doane University, majoring in Economics & Business Administration with a minor in Agri Business. 

Carly became interested in finance at an early age. After digging into the subject, she found that there was a lot of advice out there that was contradicting; that’s why it is Carly’s goal to become a trusted and reliable resource that helps guide hard working individuals and families in her community. Carly and her team provide their clients with education they need to make empowered financial decisions and help them build a strategic and achievable financial plan. Carly enjoys working with clients to fully understand their unique situation, build strong and very personal relationships, and ultimately help define and achieve financial success! She and her team take a holistic approach that focuses on building their legacy through risk mitigation, wealth accumulation, and preservation. Young families, business professionals, and farmers and ranchers have found value when working with Carly and her team. 

Outside of helping individuals with financial planning, Carly is often referred to as an “old soul,” as she loves listening to old country music, including Johnny Cash and Willie Nelson. She has always had a passion for sports, as she was a 3-sport athlete growing up and spent time coaching youth basketball for a number of years. She comes from a small town (Sargent, NE), grew up on the farm, and was involved in FFA. She has appreciation for small-town values, including family, a strong work ethic, and integrity.