Karla is a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, and an Accredited Investment Fiduciary who focuses primarily on the financial goals of families. As the mother of three active children, she understands the challenges families face in balancing daily life while saving for the future. Karla also helps pre-retirees gain confidence in their decision to retire and start the next chapter of their lives. She believes that developing a financial plan can be the roadmap everyone needs to gain confidence in driving their financial future. Karla provides clients with comprehensive financial planning, investment management programs, and insurance-related services.
As an active member of the Lenawee County community for over thirty years, Karla enjoys volunteering with community organizations, at church, and in her children’s schools. She also serves as secretary of the Fulton County Pork Producers. Karla currently resides with her family at Devils Lake.
Karla is licensed as a registered representative of Osaic Wealth and as an investment advisor representative of Osaic Wealth. To see a list of states where Karla is licensed, please see her BrokerCheck® by FINRA profile by clicking here.