Karla received her Associate of Business degree in Accounting/Business Administration from the American Institute of Business (AIB) and went on to earn her Bachelor of Science Degree in Accounting from Upper Iowa University. With 30 years in the financial services profession, Karla advises individuals, families, 401(k) participants and business owners on their financial plans and investments. She is an approved advisor with Dimensional Fund Advisors, maintains a Series 65 securities license, and serves as Chief Compliance Officer for Cedar Valley Wealth Advisors (CVWA). On July 1, 2014, Karla became a partner with Bob Heaton when he formed Cedar Valley Wealth Advisors. Karla also serves a