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.
- CFP®, CRPC® Certification
- Bachelor of Science in 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.