Karla joined the firm in 2020 with the acquisition of StratWealth, where she has spent the last 15 years. Serving as a senior client service associate, her role includes overseeing other client service associates in our Salisbury, Fulton, and Annapolis offices, as well as managing the Salisbury office. She has a passion for client service and takes pride in providing clients with excellent support. Outside the office, she enjoys reading, traveling, and spending time with family and friends.

Previous Experience

  • Director, Nexit Strategy at StratWealth
  • Nexit Strategist at StratWealth
  • Receptionist at StratWealth

Education & Credentials

  • Financial Planning Qualified Professional (FPQP)