Karla is our firm’s Associate Financial Planner focusing 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, and she believes that developing a financial plan can be the roadmap every family 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 twenty years, Karla currently resides with her family at Devils Lake. She holds a Bachelor of Arts degree in Marketing from Siena Heights University where she served as president of Student Senate.
Karla is licensed as a registered representative of Sigma Financial Corporation and as an investment advisor representative of Sigma Planning Corporation. To see a list of states where Karla is licensed, please see her BrokerCheck® by FINRA profile by clicking here.