Meet the Team

Carla Gladden

Carla Gladden

Operations Lead and Client Service

Kathryn Crabdree

Kathryn Crabdree

Client Engagement and Marketing

Megan Woods

Megan Woods, FPQP®

Client Service and Para Planner

About Commonwealth Financial Network


The power of Independence married with the power, technology, and support of an industry leading Broker Dealer.  Commonwealth focuses on Quality over Quantity.  

We are proud to be affiliated with Commonwealth Financial Network®, a Registered Investment  Adviser–broker/dealer with a singular commitment to serving independent advisors and their  clients. The latest demonstration of that commitment can be found in the J.D. Power 2023 U.S. Financial Advisor Satisfaction Study.

For the tenth straight time, J.D. Power ranks Commonwealth: 

“#1 in Independent Advisor Satisfaction Among Financial Investment Firms”*

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*Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018‒2023 U.S. Financial Advisor Satisfaction Studies. Presented on July 5, 2023, for December 2022 to April 2023, it is based on responses from 4,183 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details.