Meet Karlie
As our team’s Vice President of Client Services, Karlie will oversee and direct any experience or interaction our clients have. From introduction, through the duration of the relationship, she will be the client’s main point of contact. Karlie aims to ensure all clients are happy and satisfied with the service they receive from our team and hopes to be an open door for them to come to with any questions or concerns they have. Her intention is to get clients the answers they need while feeling supported and cared for.
A graduate of Colorado State University with a business degree with a concentration in finance, Karlie worked for a hedge fund manager for the first six years of her career, then spent five years in commercial insurance. She is happy to be back in an industry she has always found to be interesting and rewarding.
Karlie has been married to her husband for six years. Together, they have a three-year old daughter, Karolina, and a two-year old son, Stetson. Her children are her pride and joy, and the reason behind everything she does. She also has a chocolate lab named Riggins. A little-known fact about Karlie is that she is a total “girly girl;” she’s a licensed esthetician, and loves all things regarding health, wellness, and beauty.