Karyn is a Certified Financial Planner™ professional and joined Financial Freedom in March 2022. She understands the importance of strong client relationships, and in her view, listening to clients and understanding their needs is crucial to a successful planning relationship. Aside from answering client emails and requests, Karyn also plays a direct role in the development and implementation of financial plans. She also helps Financial Freedom develop regular retirement model updates and actively participates in preparing many of our financial analyses that our clients depend on.
Karyn makes a point to understand clients’ concerns on both a financial and emotional level. Her professional mission is to make sure that our clients feel secure in their goals. She firmly believes in Financial Freedom’s ability to change people’s lives through sound financial advice.
On a personal level, Karyn enjoys spending time with her family. They enjoy swimming, biking and taking their Black Lab on long walks.
Certified Financial Planner™ professional.
3 Years of industry experience working in a wealth management firm.
Bachelor of Science in Business, Salem University, Salem, West Virginia (2018)
Master of Jurisprudence in Wealth Management, Texas A&M University, Texas (2019)
Bryant University, Financial Planning Certificate Program (2019)