Carla Philabaun
Client Service Associate
Carla Philabaun is a Client Service Associate who supports Senior Financial Advisors by delivering exceptional client service, backed by extensive experience in fiduciary services. With a career spanning over 35 years in the financial services industry, she brings deep knowledge, reliability, and a client-focused approach to her role.
Prior to joining the firm, Carla worked at PNC Private Banking for over 15 years (1/1991 to 11/2006) as a Private Banking Assistant, where she was often the primary point of contact for clients, building trusted relationships through personalized service.
She then spent nearly two decades at Old National Wealth Management (11/2006 to 5/2026) as a Senior Trust Associate. In this role, she supported trust officers and executive leadership by preparing materials for committee approvals and providing comprehensive support to clients and internal teams.
Carla attended Washtenaw Community College with studies in Business Management.
Carla currently resides in Petersburg (Monroe County) with her husband, Robert Philabaun II. She is the proud mother of Abigail Root and Trevor Philabaun, and enjoys spending time with her granddaughter, Lainey Root. Outside of work, Carla enjoys reading, camping, and boating.