Carla joined our team in 2022 as a Client Service Specialist.  She has over 20 years in customer service and more than 12 years in office management.  Despite a change in roles from her previous position, her core values matched perfectly with those of our team and our clients.

Carla's most recent accomplishment was achieving the Wealth Management Specialist℠ designation, allowing her to obtain a higher level of expertise in regards risk management, investments, insurance, tax, retirement, and estate planning issues.

Carla has a strong work ethic and focuses on integrity above all things.  Her dedication, organizational skills, and attention to detail, ensures that clients are receiving the best experience.

Carla and her husband have two adult sons and two dogs.  She loves spending time with her family and friends at their cottage on Sage Lake.  She enjoys boating, hunting, baking, and is always up for a good card game or puzzle.