Carla brings over 20 years of wealth management experience to her clients and team at Legacy Wealth Group. Her skills include planning, implementation, and ongoing management in the areas of financial independence, portfolio construction, legacy & value integration, income generation, retirement transition, charitable giving, and generational planning. To better advise her clientele, Carla became an Enrolled Agent in 2018 to add tax-smart investing to her management style. She attended the University of Nebraska at Omaha and currently holds financial designations Series 7 and 66 registrations as well as Health and Life Insurance licenses in multiple states.
Her approach is to build a customized portfolio while potentially reducing your exposure to taxes. Addressing your insurance needs and providing a plan to successfully retire early and transfer your wealth to your children and grandchildren is a top priority. She does this by using a holistic wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.
Active in her community, Carla has served on several boards through the years, serving 6 years on the Southern Nevada Lacrosse Association and four years on the US Lacrosse Chapter board of directors. Carla and her husband have spent many years coaching and managing their son's hockey, lacrosse, and soccer teams, and they enjoy helping their school and church. She and her family enjoy outdoor activities and traveling.