Karli grew up in Cave Creek, Arizona and resides with her family in Scottsdale, Arizona. When not with clients, Karli can be found cheering at her twin boys sporting events, hiking different trails around the valley, or renovating her home.
I have a passion for taking very complex strategies, figuring out solutions, and delivering them to clients in such a way that they can understand, feel confident about their financial situation, and ultimately have peace of mind. Understanding individual client needs is at the top of my priority list and something that I feel is a critical component when recommending when to take social security, how to maximize pensions and address longevity concerns. I believe that clients should always receive the highest level of service, including being readily available to you at all times.
- BS, Business
With a passion for giving back to those in the Armed Services, I have spent most of the past decade, at USAA, providing investment and financial planning advice to those that have served. The financial plans consisted of risk management strategies, education savings, investment recommendations, estate planning, and designing portfolios with accumulation and distribution strategies.