Karin has been a Financial Advisor with Waddell & Reed since 2009. She has been in the financial services industry for over 15 years and in a management role for 25 years. While with Waddell & Reed, Karin has been in the forefront converting two books of business to the Brokerage Platform, and has purchased another book of business from an advisor who retired in 2017. Her previous experience as a Division Insurance Manager for a mortgage bank service center has given her the knowledge to analyze and research data to implement financial strategies for her clients.
Karin has a passion of educating her clients with resources to pursue their financial goals, whether it's for a new addition to the household, personal financial goals, college funding, a new home, retirement planning, long term care, or insurance. Karin is a knowledgeable presenter disseminating information in financial seminars, social security talks, and college planning round tables. She has experience building processes to manage and communicate with clients, tracking numbers, and providing options to create a plan for the client's financial needs.