Business Philosophy & Background
Carla is President and Founding Member of ClearStep Financial and Investment Advisor Representative with Harbour Investments, Inc. Born and raised in the Metro Milwaukee, WI area she has over 29 years in financial services industry. She enjoys spending time with her husband, children and grandchildren. As a wife, mother, and businesswoman Carla's experience, caring nature, development support and education has a positive impact on all of her personal and professional relationships.
Carla helps people plan for their financial future by educating and teaching about money and finance. She works to develop and implement strategies for her clients. For her advisors she leads by example and provides career development support. Carla enjoys building long-term relationships with her clients and the advisors she supervises.
Areas of Focus
- Advising good, hardworking people to prepare for their financial future
- Career development for professionals
- Planning for business owners, executives and associates
- Partnering with CPAs, attorneys, and professionals focused on value-driven client solutions
Registrations & Designations
- Licensed to offer life insurance in WI, MN, IL, FL, MA, NH, TN, VT, WY
- Registered to offer securities products and advisory services in WI, MN, IL, AL, AK, CA, CT, FL, ID, IA, MD, MA, MO, NV, NH, NY, NC, TN, TX, VT, WA, WY