Carla L. Erkkinen

Carla is the Office Manager of Meyer Gates Financial Advisors. Carla joined us in 2014, when we were operating as SS+D Financial, as an administrative coordinator.  Over the years, Carla has become the leader of back-office operations and account administration – forms processing, account opening/modifications, transfer of assets, cashiering needs, and assisting with any questions a client may have.  

Prior to joining Meyer Gates, Carla was a paralegal with a focus in estate planning and probate administration.  Her previous work experience coupled with her personable care and support of clients makes her a valuable member of the team.

In her free time, Carla enjoys attending local events and visiting parks with her husband and two sons.  She is also an avid home baker, with a particular love of making macrons.

Phone (937) 220-4915