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Marla is an innovative CPA/CFP® with a strong accounting and tax background. She brings over 20 years of experience as a valued business consultant to a wide variety of businesses.  Marla has extensive experience as a Certified Public Accountant to individuals and various business entities, and is the co-founder of D & A's financial services firm: Wealth Management Strategies LLC,

Marla and Alan Greenpan

Marla recently met Alan Greenspan, former Chairman of the Federal Reserve of the United States, at a conference in Washington, D.C.

Marla's expertise has covered financial statement preparation and analysis, estate and pension planning, living trusts, charitable gifting, sales and management, retirement planning, college planning and taxation. She is a national tax speaker/presenter for Surgent-McCoy, CPE, LLC and co-authored Hard-Hitting Tax Savings Tips for Corporations.

In her free time, Marla enjoys traveling, camping, boating and ATVing.

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