Marla brings a servant heart and financial wisdom to Ownership Advisors, having served very affluent families in North East Ohio for over twenty years. Starting as a CPA in the tax department of Arthur Andersen, Marla was soon asked to join the Matrix Essentials company where she assisted in financial and tax matters and eventually was part of the creation of their family office. After 10 years of service, Marla left to form her own consulting firm where she continues to serve several prominent families. Marla joined the Ownership Advisors team to assist in the analysis and review process for our insurance and family wealth planning clients.
Marla and her husband live in Hudson Ohio with their two college age children. Their large, extended family is the centerpiece of their life especially over big, Italian Sunday dinners. In addition to family, Marla enjoys being outdoors (Hudson Springs Park is a favorite), home improvement projects and getting together with friends.