Carla Adams, MBA, CFP®

Partner, Financial Advisor

(248) 633-8177  |


Carla loves being able to apply her analytical mindset and joy in working with people and families to her job every day. A CERTIFIED FINANCIAL PLANNER™, Carla joined the firm in 2018 with ten years of experience in the wealth management industry, having previously worked at independent firms in Chicago. Carla has a B.S. in Biochemistry from Washington and Lee University, an M.S. in Chemistry from Northwestern University, and an MBA from the University of Chicago Booth School of Business.

Carla and her husband, Jarod, have two daughters, Brinley and Chloe.