Get to Know: Shayla Kriha, Client Service Manager

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

Published by Shayla Kriha, Client Service Manager

I just celebrated my five-year anniversary with Carson Wealth. I became part of the team in May 2011 as an Operations Associate. I then transitioned into a Client Service Manager providing support and service to clients of Mark Lookabill, Dennis McMillan and Pamela Pena. In my eyes, client services is the most important aspect of my position; doing the right thing for the client or making it right! Here are some of my favorite quotes, I hope you enjoy them as much as I do:

  • “Do what you love.”
  • “You don’t have to be perfect to be amazing.”
  • “My work isn’t done when I’m happy, my work is done when our clients are smiling.”
  • “Laughter is timeless – Imagination has no age – and dreams are forever.” -Walt Disney
  • “Start each day with a grateful heart.”
  • “Throw kindness around like confetti.”
  • “Go the distance”
  • “Surround yourself with the dreamers and the doers, the believers and thinkers, but most of all surround yourself with those who see greatness within you, even when you don’t see it yourself.”
  • This one I say every day to the two the loves of my life: “I love you more.”
Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

Gun Trusts: A Way to Avoid Unknown and Unintended Risks

America leads the world in gun ownership per capita with 90 guns existing per 100 residents. According to the Pew Research Center, 40% of individuals age 65+ own at least one gun. Some of the guns that are owned are classified as “Title II Firearms” and are regulated by the National Firearm …

What Should I Do With My Old 401(k)?

Your first step should be to talk to Human Resources at your old job, as well as your new job, to get individual information on what each plan allows. Once you know what you can and cannot do, you can follow one of the following steps.

529 Plans

Published by Mark Lookabill 529 plans were just recently brought back into headline news with President Obama’s State of the Union Address. During the State of the Union, the President expressed his desire to start taxing withdrawals from 529 plans.

The Too-Good-To-Be-True Dividend

Published by Brett Carson We’ve all heard the saying, “if it’s too good to be true, it probably is.” That’s how I feel about high yielding investments in this ultra-low rate environment. Just recently, my father asked me to look into a stock that was trading at nearly a 19% dividend yield t …
1 2 3 100 101 102 103 104 106 107 108

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation