Carla joined Spectrum Financial in 2017. Her focus is on supporting the advisory team and our clients directly. She has over 20 years of administrative and management experience across various industries. Dedication to her role ensures timely responses and exceptional client satisfaction.
Carla resides in Catawba, NC with her fiancé Kevin. They spend time exploring NC, antiquing and various activities with their family.
Additionally, Carla aspires to be a Financial Advisor, and is pursuing her Bachelor of Business-Finance degree.