Marla is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ who specializes in providing investment, insurance and financial planning services to individuals, small business owners and entrepreneurs. Her expertise includes estate and pension planning, living trusts, charitable gifting, retirement planning, college planning, cash flow analysis and taxation.
A partner in Wealth Management Strategies, LLC, Marla has spoken locally and nationally on tax related topics for the AICPA, Surgent McCoy CPE, LLC and various state societies. She co-authored the book Hard-Hitting Tax Saving Tips for Corporations.
Marla utilizes her knowledge and experience in advanced financial planning to bring real world, practical solutions to the financial and taxation dilemmas that many small business owners and individuals face.
She is married, has two sons, a lazy dog and a really really old cat.