KARLA JEAN C GREER

Karla is passionate in her belief that everyone deserves to enjoy comfortable and dignified retirement years.  She takes an active advisor role with her clients by providing client education, personal consultations and customized strategies.  Karla utilizes a comprehensive and holistic approach to help her clients identify, prioritize and work towards achieving their financial goals.  Karla’s greatest strength is her commitment to assisting her clients with growing and protecting their hard earned assets.

Karla Greer is a partner in the Madrona Financial Group and has been in the financial services industry since 1992.  She holds the Chartered Financial Consultant and Chartered Life Underwriter designations which focus on various areas of financial planning, income tax, insurance, investments and estate planning.  Karla has also served for four years on the Voya Financial Advisors Field Advisory Board.

Karla is a graduate of the University of Washington.  She is an Investment Adviser Representative and currently holds the FINRA Series 6, 7, 63  and 65 securities registrations.  She also holds a life, disability and variable line insurance license with the State of Washington.

Karla enjoys spending time with her family and friends.  She is active in her community as the co-president of the High School Booster Club and Secretary of the local hospital foundation board.  Karla and her husband have four children and two grandchildren.  When not assisting clients Karla also enjoys golf, skiing, and hiking.

Investment advisor representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)