Estate Planning Fulfillment Manager and Chaplain
Carla joined the Edwards Group May of 2020 as an Asset Coordinator. She has a Finance Degree from Illinois State and a Master’s in Spiritual Formation. She has worked in insurance, investments, and taking care of others for decades (she will not tell us how many). Carla was born in Quincy, graduated from University High School (U-High) in Normal, and has lived in Bloomington area, and Champaign. She moved to Springfield in 2015 with her husband, Rick, who is a Chemist for the EPA.
Many of our employees know Dave or the Edwards Group prior to employment, but Carla did not know anyone prior to her first interview. Both Dave and Carla knew early in the process, this would be a good fit. Carla loves working at Edwards Group because it fits with her values of helping people protect what they have spent their lifetime working towards. She enjoys the opportunity to get to know families, discuss difficult situations, and bring solutions where it may have seemed hopeless.
“Dave, and the team he has assembled, are some of the best I’ve worked with. Dave has a heart for people and desires to help them reach their goals, whether they are clients or employees,” Carla reports. “I wish everyone knew how important this process is no matter their season in life. Planning helps avoid many of the problems life throws our way and doing it with this team, is a bonus!”
Carla comes from a long line of Cardinal fans. Her mother used to listen to the Cardinals play when radio was the only way to catch the game. She does not have the obsession, I mean love, that many hold but will proudly wear the Cardinal colors. Her husband, daughter and son-in-law are Illini Alums. Carla is a published author and loves writing, cooking, spending time with family, and helping others think strategically about opportunities. She is a mother of three adult children and three (and counting) grandchildren. She says, “Being grandma is the best!”