Our Qualifications

Carla has been working with individuals and businesses in the area since 1996 and with LPL Financial since 2002.

Carla has extensive personal and professional experience.

She is dedicated to developing lasting relationships with all of her clients. She believes in helping you assess your financial goals and participates in the management of your finances.

One of the benefits of working with her firm is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that she can provide is a roadmap to working toward a more independent financial future.

Carla is looking forward to using her experience to help you pursue your financial goals.