Carla is committed to delivering exceptional service and support to clients and advisors.
As a Client Relationship Manager, Carla provides comprehensive support to both clients and advisors, helping ensure a seamless and positive client experience. She assists clients with the firm's wealth management platforms, coordinates preparations for annual review meetings, and manages follow-up actions and documentation. Carla takes pride in being part of a team of dedicated financial professionals who are committed to building lasting relationships and helping clients pursue their financial goals with confidence.
Carla brings a diverse foundation to every client relationship.
Carla's educational background includes bachelor's degrees in social science, Bible, and accounting. She remains committed to professional growth through ongoing continuing education and stay current with industry regulations and best practices. Prior to her work in financial services, Carla spent several years helping students and families navigate the financial aid process for higher education. Her diverse educational and professional background enables her to bring both analytical expertise and a client-focused perspective to her work.
Travel, family, and shared experiences are at the heart of Carla's happiest moments.
Carla and her husband Tim, enjoy taking road trips across the country, taking time to wander through small towns, chasing sunsets, and searching for unusual landmarks, such as the tallest filing cabinet (it's in Burlington, VT, if you were wondering). When not traveling, her time is spent with family and friends, often cheering on nieces and nephews at sporting events & music programs, and celebrating life events. Life is good!
