WMS - Key Persons

Job Titles:

• CFP®, MT, CLTC, PFS
• Co - Founder of Wealth Management Strategies LLC

Co-Founder of Wealth Management Strategies LLC, Marla is an innovative CPA /CFP® with a strong accounting and tax background who brings over 20 years of experience as a valued business consultant to a wide variety of businesses. She has hands-on experience as a financial and business consultant to individuals and various business entities. Marla's expertise has covered financial statement preparation and analysis, estate and pension planning, living trusts, charitable gifting, sales and management, retirement planning, college planning and taxation.