Client and Community Services
Karla handles Client and Community Services and is at center of the action here at Mercer Putney Financial Advisors. In the office, she may be that friendly voice on the phone or that determined service manager making business easier. She will go above and beyond the call of duty to provide that extra touch and make people feel special. Caring for clients is second nature to Karla and we laughingly say she has never met a stranger!
A graduate of Wellesley College in Wellesley, Massachusetts with a Bachelor’s Degree in Political Science and Economics, Karla brings with her an impressive resume and an extensive background in finance, hospitality, and community volunteerism. She was part of the management team at the prestigious boutique Hotel Jerome in Aspen, Colorado, worked in sales and management for the Ritz Carlton and Four Seasons Hotel chains, and her community service in the East Bay earned her the Su Stauffer Award in Education.
Karla is a Bay Area native and resides in Lafayette with her husband Barry, dog Maggie and cat Roger. They have raised four beautiful daughters, all accomplished and attending various colleges throughout the country. She and her adventurous family enjoy traveling and have lived in five U.S. cities, London, Singapore and the Cayman Islands.