Carla assists the office by owning the client paperwork process, account opening duties, scheduling client meetings, and other conducting important administrative tasks. As Miles’s partner, she does business development, scheduling, and client appreciation activities.
She has over 18 years of experience in the financial services industry and has worked with clients for over a decade, including client service positions at places like Landmark Bank, among others. Carla’s love of helping people and providing excellent service were the driving forces behind her choosing a career in financial services. One of her main values is to live the golden rule, which is simply treating others the way they’d like to be treated. She applies this value to every aspect of her life, especially when interacting with the firm’s clients.
Outside of the office, Carla enjoys serving the community through volunteering with her church. She’s a country girl at heart as she was born in Wyoming and likes to spend lazy summer days floating on the river. Her family is a very important part of her life, especially her grandchildren with whom she loves spending time.
Licenses held: Health and Life Insurance license