Carla M. Dells - President
About Carla
Carla has been in the investment industry since 1990 and has worked as a fee only, fully fee-transparent investment advisor representative since 1996.
Carla works simultaneously as an ERISA 3(38) Advisor to Company sponsored retirement plans as well as managing accounts for individuals and families.
In Carla's free time, she enjoys spending time with her family, especially her grandkids, and getting out on the golf course as much as possible!
