Client Service Associate
As a Client Service Associate, Carla provides support in the administrative management of client accounts, specifically in the Flagstaff location. Prior to joining the KDI Wealth Management family, Carla’s was a accounting and management professional for over 20 years. She loves working with people and has a strong background in customer service. Throughout her career, Carla’s colleagues have known her as someone who is great at solving complex problems, is very detail oriented and has a solid work ethic, which is what has consistently helped her improve quality assurance and accounting efficiency. She has a strong sense of integrity and has never met a stranger.
Carla, originally from New Mexico, has lived in Arizona since 1991. She and her husband, Toby, have two children and one grandson. Together, they love to spend time in the outdoors camping, hunting and fishing.