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Karla Navas

Karla Navas

Chief Operations Officer

Karla was born and raised in a small farm town in Kansas, but now calls Tulsa her home. She finished her degree at ORU in business and philanthropy in 2014 and went to work for a local financial firm in Tulsa soon after. During that time she met my now husband, David, and settled in Tulsa with their Golden Doodle, Oakley. They spend much of their time exploring the city and enjoying the outdoors. Shortly after gaining experience in the finance industry her desire to help others plan for the future and master their finances grew and continues to grow as she commits her time to our clients and ensures all things run smoothly for them and our team.