Karla White
Vice President, Client Account Manager
Karla White has been a cornerstone of Waterstone Financial since the doors first opened. As Vice President and Client Account Manager, Karla brings extensive expertise and a heart-centered approach to client service, making her a trusted advisor and a key leader within the firm. Her role is central to Waterstone’s commitment to building lasting and meaningful client relationships that go far beyond mere financial transactions.
With comprehensive cross-training across all departments, Karla possesses a holistic understanding of Waterstone’s operations. This unique perspective enables her to seamlessly step into any function when needed, ensuring continuity and top-tier service regardless of the situation. Her leadership drives the firm's strategic goals by delivering responsive, personalized service that resonates with the unique needs of every client.
Karla’s philosophy centers on authentic and consistent engagement—transforming client interactions into lifelong financial partnerships. She is passionate about cultivating enduring relationships and fostering a client-first culture where satisfaction, trust, and personalized attention drive organic growth through referrals and strong word-of-mouth.
Remember those three young kids Karla had when Waterstone first opened its doors? Well, those kids—Lauryn, Cameron, and Faith—are now all off (or nearly off) embracing exciting new chapters in their college journeys. That means Karla and her finance Aaron are stepping into a brand-new season themselves: adjusting to life as soon-to-be empty nesters and discovering what this next phase has in store.