Carla attended Bemidji State University as an Accounting Major. She obtained her securities license, supervisory and registered investor advisor representative licensing in the year 2000. Carla started her career in insurance, private banking, financial management, and trust services in 1994. She is well-versed in trust and estate procedure, and has spent much of her career working directly with high net worth clients. Carla began to focus on wealth planning in 1998 as a relationship associate working with high net worth clients on over $700 million in assets under management. Her experience in administration and operations allows for ease in implementing the wealth management planning process for clients. 

Carla is married, resides in Incline Village and enjoys an active lifestyle including hunting, fishing, skiing, biking, hiking, and gardening. She also loves to travel, golf, and read. Carla is a past board member of the Nevada Women’s Fund, the Executive Women’s Golf Association and has volunteered for numerous non-profits in her community.