Karla joined Baird in 2019 and brings over a decade of customer service experience to the Rivard Teahen Wheatley group. She works closely with our clients to ensure all their needs are met.
Detailed, dependable, and kind, she has a great rapport with all who visit the office or call in. Clients know they can reach out to her and that their questions or requests will be handled promptly and appropriately.
Karla supports the team by preparing and processing account paperwork, monitoring reports, handling daily transactions and other critical administrative duties to keep the office running smoothly. She holds her Series 7 and Series 66 licenses and recently achieved her Wealth Management Certified Professional designation.
Karla, and her husband Gabe, live in Traverse City. When not busy wrangling their toddler, Karla spends her free time practicing her photography skills and teaching herself how to cook various global cuisines.