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portrait of Carla Schartz
FINANCIAL ADVISOR

Carla Schartz

10311 E Stonegate Ln Suite B, Wichita, KS 67206opens in a new window
CallSend Me a Message

About Carla

Our Branch Team:
We serve, honor and educate investors of all backgrounds and professions who choose to work with us so they can focus on what is important to them. Many of our clients are in retirement or nearing retirement. Helping people navigate through this vital stage of life is very important to us.

My Background:
As a former elementary teacher, middle school teacher and administrator, I bring my broad experience in leadership and teaching to the finance world to ensure clients receive the patience and understanding only a seasoned teacher can provide.

Our Process:
Our branch team uses an established process, which starts with...

Focus Areas

  • New Investors
  • Wealth Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Retirement Income Strategies

Work History

  • Edward JonesJune 2022 to Current
  • Derby Public SD USD 260July 2020 to June 2022

Education

  • Fort Hays State UnivMaster of Science

Personal Interests

  • Spending Time with Family
  • Golfing
  • Personal Fitness
  • Active Lifestyle
  • Archery

Team Members

  • Ashley Brown
    Sr. Branch Office Administrator
  • Denise Smades
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Phone

(316) 636-4646

Fax

(866) 378-4240

Office Address

10311 E Stonegate Ln Suite B
Wichita, KS 67206opens in a new window

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