Karla Kress-Boyle

I started working with the Physician Wealth Services team to assist in keeping the back office organized and running smoothly. My job is to keep our client process streamlined and enhance the experience you receive.
Since previously owning my own business for many years I have found a passion for tracking important tasks and ensuring that the team has all of the information they will need by acting as a liaison. I have enjoyed translating my skills into a new profession and learned a lot about my own personal finance journey along the way.
My ability to keep people on track continues in my personal life while caring for two children; Colin & Abi and fur babies, along with my husband Tim. We live in West Hartford, CT

I started working with the Physician Wealth Services team to assist in keeping the back office organized and running smoothly. My job is to keep our client process streamlined and enhance the experience you receive.

Since previously owning my own business for many years I have found a passion for tracking important tasks and ensuring that the team has all of the information they will need by acting as a liaison. I have enjoyed translating my skills into a new profession and learned a lot about my own personal finance journey along the way.

My ability to keep people on track continues in my personal life while caring for two children; Colin & Abi and fur babies, along with my husband Tim. We live in West Hartford, CT