Serving Individuals
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.
No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. Registration with the SEC or state regulatory authority does not imply a certain level of skill or expertise.
Additional information about Isthmus Partners, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov.
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