With a personal philosophy to live by design, not by default, Marla’s approach to financial planning is deeply rooted in her values of family, compassion, and integrity. Her journey into the world of investing began at 16, under the guidance of her grandmother, sparking a lifelong passion for finance. Marla helps craft strategies that align with her clients’ goals and values. Her mission is to truly know and understand her clients, their goals, and their desires, so that she can best serve and partner with them on their financial journey. She lives by the motto, “I believe people deserve to live with dignity, and to find, even create, new purposes once in retirement.”
Her dedication to her clients and her craft comes from sticking to her values, while adapting to an ever-changing environment. These values are – taking the time to do it right the first time, treating everyone with respect, understanding the value of a hard day’s work and staying true to yourself. Marla is looking forward to continuing to build meaningful relationships with her clients and helping them achieve financial independence.
Beyond her professional pursuits, Marla’s life by design allows her to explore new destinations with her husband, Brent. They cherish the moments spent with their children, Ross and Darby and their families. Marla and Brent spend as much time as they can with their five precious grandchildren.
Education and Credentials:
- Baylor University, Bachelor of Business Administration
- Sam Houston State University, Master of Business Administration
- Certified Financial Planner (CFP®)
- Chartered Financial Consultant (ChFC®)
- Accredited Asset Management Specialist (AAMS™)
Hobbies and Personal Interests:
- Managing the family farm
- Spending time with her grandchildren
- Traveling
