Your partner in achieving your financial goals.
As Vice President Wealth Advisor, Karla dedicates herself to understanding the personal and professional aspirations of her clients. Drawing on her extensive background in banking, which spans from lending to business banking, she crafts tailored financial strategies to help her clients reach their goals. Karla is deeply committed to building strong, lasting relationships by actively listening and working closely with her clients to ensure their financial plans align with their unique needs and objectives.
Experience
- Over 30 years of banking experience
- Joined Johnson Financial Group in 2024
- CERTIFIED FINANCIAL PLANNER® and Certified Wealth Strategist®
- Graduated from the Stonier Graduate School of Banking at the University of Pennsylvania and earned a bachelor’s degree from Ashford University in Iowa
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Ask Me About
- Business Succession Planning
- Estate Planning
- Retirement and Financial Planning
- Wealth Strategy
Community Involvement
- Served with The Center of Prevention of Abuse since 2010 as Board President, Vice President and Secretary
- TEMPO Waukesha member
- Previously served on the board of the Susan G. Komen Memorial Affiliate