Carla Goetz

Carla Goetz

Client Relationship Manager

As a Client Relationship Manager, I help clients and advisors with a variety of issues and processes including client issues with the wealth management website, prepping for annual appointments, and completing post-appointment action items. Since joining Oak Leaf Financial Group in July 2018, I have been proud to be part of a group of professionals who genuinely care for their clients and are committed to helping them pursue their financial goals.

I was privileged to grow up on a small farm near Hinckley, MN. After high school I attended Northwestern College (now University of Northwestern-St. Paul), where I completed a Bachelor of Science degree with majors in Social Science and Bible. My first real job after college brought me into the financial aid industry, and for over twenty years I assisted students and families access financial aid for higher education. I also completed an additional bachelor’s degree in accounting through University of Minnesota-Crookston and became a CPA in 2020. 

Outside of work, my husband and I enjoy traveling around the country, including frequent weekend road trips through Minnesota and the surrounding area. We especially love checking out wineries, attending concerts, and exploring interesting small towns. My most recent fascination has been seeking out beautiful county courthouses. I also enjoy watching sports, spending time with family and friends, and reading.