As the mother of three active children, Karla understands the challenges families face in balancing daily life while saving for the future, and she believes that developing a financial plan can be the roadmap every family needs to gain confidence in driving their financial future. Karla provides clients with comprehensive financial planning, investment management programs, and insurance-related services.
As an active member of the Lenawee County community for over twenty years, Karla currently resides with her family at Devils Lake. She holds a Bachelor of Arts degree in Marketing from Siena Heights University where she served as president of Student Senate.
Karla is licensed as a registered representative of Sigma Financial Corporation and as an investment advisor representative of Sigma Planning Corporation.
Engler, Garrow & Roth, Ltd
Engler, Garrow & Roth, Ltd. is a financial planning and wealth management firm with a focus on offering financial planning to the communities we serve. Financial planners at our firm focus on several areas of financial planning: retirement planning, goal planning, estate planning, investment planning and management, education planning, charitable giving strategies and planning, insurance planning, business planning, employee benefit analysis, and many more. Each financial planner is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Investment Fiduciary®.
John Engler, Matthew Garrow, Timothy Roth, and Karla Stanton have a commitment to principles put forth by the CFP Board. Each planner is registered with Sigma Financial Corporation as a registered representative and is an Investment Advisor Representative of Sigma Planning Corporation.
The members of our firm have various active memberships in professional organizations, such as the Society of Financial Services Professionals (SFSP). Staff members are also active in several area Chambers of Commerce, service groups, and charitable organizations.
Engler, Garrow & Roth, Ltd. has a goal to partner with clients who are committed, dedicated and motivated to reaching their financial goals by collaborating with clients to develop personalized comprehensive financial plans.
You can find more information by researching each planner at www.finra.org, www.adviserinfo.sec.gov, www.cfp.net and www.insurance.ohio.gov.
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Within our firm, Tim focuses his practice on financial planning, retirement planning, estate planning, charitable giving strategies, investment management, and insurance analysis.
Tim has been a guest speaker on financial planning, retirement, and estate planning topics for The Ohio State University Extension for the past several years. He currently serves on the Board of Lutheran Ministries of Mercy and has served as President of the Society of Financial Service Professionals, Toledo Chapter in the past.
Financial planning and investment management programs have been a passion for John for many years. He also focuses on
retirement planning, portfolio analysis and design, business owner planning, employer-sponsored retirement plans, and charitable giving strategies.
John has been a guest speaker on financial planning, retirement, and estate planning topics for The Ohio State University Extension for the past several years. He has served as a board member of the FPA of Northwest Ohio in the past.
As the founding partner with the most experience in the financial services industry, Matt works with individuals and business owners on reaching their financial goals.
Matt has been a guest speaker on financial planning, retirement, and estate planning topics for The Ohio State University Extension for the past several years. He currently serves on the Morenci, Michigan Downtown Development Authority Board and is actively involved with the Kiwanis Club of Morenci.
Outside of the office, Matt farms 534 acres in Northwest Ohio with his brother where they grow corn and soybeans.