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Karla Leonhardt, CLU®

Karla Leonhardt, CLU®

Operations Manager

Karla Plass joined Sequoia Financial Network in 2007 as Operations Manager. She brings more than 17 years of financial services and insurance agency experience to the management of the firm’s operations and technology systems to support and facilitate contracting, state licensing, new business, and large case management.
Karla is responsible for implementing the firm’s training initiatives as well as oversight of the new business department, including carrier contract set up and onboarding affiliated producers and agencies, enabling them to write business with the firm’s carrier partners. She maintains all agency and principal state license requirements, and serves as account supervisor for the firm’s medical vendor partners. Karla also manages many office administrative duties, including internal email management; staff email, phone and internet access; event planning; and supply requisitions.
She attended Aurora University where she was a member of the women’s basketball team and earned a degree in Computer Science Business Information Systems with a minor in Psychology. She is a Chartered Life Underwriter, CLU and holds her state of Illinois Life and Health Insurance license as well as her LTC license.
Karla lives in St Charles, IL with her husband Victor and their two sons Colton and Logan. She enjoys playing golf, fishing, walking and taking family outings.