Karla White

Vice President & Relationship Manager

As Relationship Manager, Karla manages all aspects of client services and new business at our office located in Fort Myers, Florida. 

Karla’s specialized skills include working with individuals who are facing major financial changes in their lives including retirement, divorce, the sale of a business, terminal illness or the death of a spouse. 



Karla's mission is to help women plan and create the life they dream about, a life free from worry and anxiety about their finances. She is known for her compassionate approach when it comes to guiding people through their financial situation.

Prior to her appointment as Relationship Manager, Karla owned and ran two hotels in Scotland before moving to Florida in December 1999. Here she started her career in the United States as owner operator of a property management company in Punta Gorda. 

Licensed in life insurance, health insurance and annuities, she uses her keen knowledge of various financial instruments to protect client assets and create comprehensive structured retirement income plans. 

Karla also has a second full time job looking after her three beautiful young children: Lauryn, Cameron and Faith. Trying to keep up with this lively bunch is her most rewarding job.