As Miles’s partner, Carla supports business development and scheduling, assists with account opening duties, and handles other important administrative tasks .
She has over 25 years of experience in the financial services industry, 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 her community through volunteer work with her church. A country girl at heart, she was born in Wyoming and is an avid gardener with a special passion for her flower beds. Family is central to her life- especially her grandchildren, with whom she loves spending as much time as possible.
Licenses held: Missouri Life and Health Insurance license