Carla Greenough

Carla Greenough

Senior Registered Client Service Associate

Carla has been in the wealth management services industry since 1996. Highly knowledgeable, detail-oriented and a skilled problem solver, Carla’s ongoing priority is to build strong and trusting relationships with the families and individuals we serve.

Carla holds her Series 7 and 66 licenses and can place trades along with her daily duties of assisting clients with account-related questions and administrative needs, all while working closely with the advisors to provide a quality financial plan to clients to assist them in their journey of pursuing their financial goals.

Carla lives in Idaho Falls with her husband, Frank. When not in the office you can find Carla at the drag races with her family, crafting or reading.