green lock Secure Client Portal  |
Follow us on Linked 44x36
  • 1 Slide2 MenTalking
    TRUSTED FOR OUR OBJECTIVITY

    We believe in an unbiased,
    independent and objective investment
    approach based on time-tested
    financial principles.”

  • slide1
    TRUSTED FOR OUR TEAMWORK

    Our team is unique because our
    approach utilizes our diverse expertise
    and insight within a collaborative
    investment model.”

  • slide1
    TRUSTED PARTNERSHIPS

    We listen and work with you in a
    consultative approach to customize
    investment solutions to best meet your
    needs today, tomorrow and in the future.”

Carla E. Free

Carla2

Senior Client Services Administrator

Carla Free began her financial services career in 1978 as an Executive Assistant with Lincoln Financial Advisors. In 1999, she established her own business providing services to financial advisors via the Internet. Carla joined Index Funds Advisors, Inc. in 2007 as a Portfolio Administrator and was most recently a Wealth Management Investment Specialist with U.S. Bank. Carla joined Isthmus Partners in April 2017 as a Senior Client Services Administrator. Carla’s primary responsibilities include new relationship onboarding, client account monitoring and providing exceptional client service to the firm’s high-net-worth clients. Carla graduated from the Liberty International University in Florida having earned a bachelor’s degree in Business Administration.