With more than 13 years of experience in the financial services industry, Carla’s passion is working with business owners and financial advisors to improve the profitability, stability, and sustainability of their firms utilizing process and data driven decision-making tools. She leads with education and actionable business intelligence to empower advisors to more efficiently and effectively manage their practices.

As Director of Practice Management, Carla assists RWS’s affiliated advisors with practice management and succession planning, as well as business development functions for the organization. Her primary focus is expanding and developing the advisor team, executing strategic growth plans, and leading M&A initiatives for the firm. You can regularly find Carla at industry events and conferences speaking on the topics and trends that impact and influence how to grow and run a financial advisory practice.

Carla holds the Certified Valuation Analyst® designation (CVA), established and issued by the National Association of Certified Valuators and Analysts (NACVA). The CVA designation is an indication that recipients have met the rigorous standards of professionalism, expertise, objectivity, and integrity in the field of business valuation, financial consulting and litigation, and related consulting disciplines.

Prior to joining RWS, Carla served as Vice President for Truelytics and Managing Director for Gladstone Associates.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and RWS Financial Group, LLC are not affiliated. This communication is strictly intended for individuals residing in the states of AL, AK, AR, AZ, CA, CO, CT, DE, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY. No offers may be made or accepted from any resident outside the specific states referenced.

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