Wealth Relationship Manager
With close to 30 years in the financial services industry, Carla is a seasoned professional. We believe her emphasis on proactive client contact and delivering a superior client experience solidifies her as an industry leader. Carla ensures our clients’ administrative and trading needs are handled accurately and efficiently and also supports the administration of our investment planning process, assisting in the design and delivery of personalized plans for each client.
Prior to Great Lakes, Carla was Assistant Vice President and Premier Client Associate at Wells Fargo Advisors. Their Premier Client Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values. A proud graduate of the University of Michigan, she can often be found rooting for her beloved maize and blue on fall football Saturdays.
Carla is an avid servant leader, volunteering with numerous charitable and community-based organizations as a part of the local Wells Fargo Volunteer Chapter, a leader with the Michigan Green Team environmental advocacy group and other organizations outside of the firm as well. She is the proud mother of Wayne State University student-athlete, Noah, who is entering his junior year of college. With Noah semi-launched into young adulthood, she still stays quite busy with her devoted fur baby, Bernadette, her American Bulldog rescue, adopted nine years ago.