About

About Carla

You're purposeful. You work hard. You want to retire early and spend your time giving back to the community. You've built your reputation on the pillars of value, work ethic, earned knowledge; and you want a clear path forward to achieving your financial goals.

Does this describe you? If so, it would be an honor to help you build your own personal legacy. We are committed to understanding who you are and what you value by uncovering your priorities and setting goals, all while overcoming any prior challenges to help you manage your money and your time.

I can help you with retirement income management, social security planning, cash management and budgeting, and business succession planning. I'm a Certified Exit Planning Advisor®, or CEPA®, professional. This designation provided a specific education on how to help business owners prepare for a successful exit by discussing business readiness, strengthening personal financial strategies and aligning them to your personal goals.

Schooled in electrical engineering and finance, I have an earned ability to solve complex problems, create efficiencies and design plans. I'm motivated and well-positioned to make an impact, utilizing effective communication skills and a web of professional connections. I'm a married mother of four — including young twins and a set of Jack Russell terriers — making me uniquely equipped to manage my time and navigate emotionally charged situations. I have a strong faith, and I live a life of purpose by remaining active in church and supporting charitable organizations that assist veterans and those suffering pregnancy crises or battling mental health struggles. I was raised in New England and enjoy camping, kickboxing, golf, travel, photography and baking.

To supplement and enrich these efforts is Cole, my branch office administrator, who has local roots, graduating from the University of New Hampshire with a major in finance and a minor in creative writing. He brings a breadth of knowledge in various industries, from the creative arts, to waste disposal, to brewing and financial services. He shares a passion for charitable action and community outreach, participating in the Alzheimer's Walk and Best Buddies charities.

Together we are here for you, every step of the way.