Managing Director – Investments, PIM Portfolio Manager
Through tailored and timely financial and investment advice, my goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, I’m ready and equipped to help you make decisions for your future.
We’re conveniently located. Give us a call or stop by.
We’ll make financial and investment recommendations with your best interest at heart.
Karla brings over 23 years of Financial Industry experience. She spent most of those years in Washington, DC metro area working for a local financial firm and UBS Financial Services. Karla is originally from New Orleans and a graduate of Louisiana State University. Family and culture brought her back home. She is committed to providing you with an unparalleled service experience.
Wendy handles all administrative and day-to-day operations with personal care and superior service. Often the first point of contact, she assists clients with a wide breadth of daily needs, ranging from account administration, statement reviews, and client account access.
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Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.
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