Managing Director of Client Services
Known for her boundless energy and enthusiasm, Carla is here to make sure LNWM is working for you at all times and in all ways. After a 25-year career that spans every aspect of wealth management, this is how Carla defines success for both LNWM and you: Using all your assets to activate what you want for yourself, your family, and your community.
A trail runner, Carla knows that each life path is unique and knowing where you’re headed is critical. So an important part of her job is helping you answer the big questions: What do we value? What is most important to us? What do we want to do with our wealth? To do that, she seeks to bring new viewpoints and voices to the table and make connections that bring about possibilities you may have overlooked or not even realized.
What makes LNWM stand out, she says, is the deep level of care that our team applies to each client relationship. We work hard to understand what it is you want to accomplish, and we use that understanding to inform and guide every decision we make.
“It’s this deep level of care that has allowed LNWM to thrive as a company for more than 50 years. That and our incredible clients make my work a pleasure.”
Designations and Education
- Certified Public Accountant
- Master’s of Law -- Taxation
University of WA School of Law
- Juris Doctorate
Seattle University School of Law
- B.A. in Business Administration – Accounting
University of Washington
Community and Industry Affiliations
- American College of Trust and Estate Counsel
- University of WA Estate and Gift Planning Council
Past-chair and current member
- Estate Planning Council of Seattle
Past-president and current member
- University of WA Foundation
- Seattle Aquarium
- WA Women in Tax