Karrie joined Adviser Investments in 2018. She is responsible for coordinating client service and reporting needs with the relationship management team, operations group and custodian. She graduated summa cum laude with a B.A. in economics from Nichols College in 2014.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
Our first—and most important—step is getting to know you. Your personal relationship team will work with you to develop a full understanding of your financial needs and goals—as well as your passions, values and aspirations.
Adviser Investments' logo is a registered trademark of Adviser Investments, LLC.