meet your personal advisor

Carla Merlak

Investment Advisor Representative
Brookstone Capital Management

Carla Merlak is an experienced Investment Advisor Representative with Brookstone Capital Management, serving individuals and families throughout the Chicago suburbs. With over 25 years in the financial services industry, Carla 

has been helping clients plan for the next phase of their financial lives.

Carla’s approach is grounded in building long-term, trusting relationships. She works closely with clients to understand their goals, values, and life circumstances—whether they're approaching retirement, managing a life transition, or seeking greater clarity and confidence in their financial future.

Specializing in retirement planning, investment strategies, and holistic wealth management, Carla provides personalized guidance with a strong fiduciary commitment. Her mission is simple: to empower clients with the knowledge and support they need to make informed decisions—today and for the years ahead.

Adding tax preparation and advanced tax planning in 2008 took her practice to a unique level by incorporating tax strategies into the planning process. 

Carla is proud to be part of Brookstone Capital Management, a nationally recognized independent Registered Investment Advisor (RIA) firm, where client interests always come first.

When she's not working with clients, Carla enjoys staying active in her community and spending quality time with her daughter and grandkids.