Biography
As a member of the client services team at Accredited, Carla interacts with clients, financial planners, and brokerage firms on a daily basis to process service requests, deposits, withdrawals, wires, charitable stock gifts, IRA distributions and more.
Prior to joining Accredited Investors Wealth Management, Carla worked for a national financial services firm.
For more information about educational requirements, professional certifications, and professional designations, click here.
Education & Background
CERTIFICATIONS:
• University of Minnesota – B.A. in Women’s Studies, with a Minor in Political Science
How do you spend your life wisely?
Spending my life wisely means being open to new ways and alternative outcomes. I try to approach whatever comes my way with open expectations. I purposely engage with this openness so that the possibilities for outcomes are broad and not narrow. Spending my life wisely at work is similar. I find myself observing and learning from others with an openness that allows me to create value where it wasn't before.
“Don’t compromise yourself, you are all you’ve got.”
Janis Joplin
