"I deeply value independence and I know that as an independent advisor I can offer my clients what they need — personal attention. Everyone deserves the freedom and confidence that a solid, comprehensive financial plan provides, and our independence allows me to customize strategies and planning based on individual objectives. Everyone has their own unique goals and dreams. What are yours?" — Karyn

Karyn is a native Tucsonan and former University of Arizona Wildcat who works directly with clients in developing comprehensive financial strategies to help reduce taxes, increase income and preserve assets.

Karyn is an Investment Adviser Representative who holds a Series 65 license and is especially adept at taking the mystery out of complex planning and programs such as Social Security and Medicare.

For more than 20 years, Karyn has served the Tucson community through her participation in numerous organizations — most recently Roots & Roads (formerly Casa de la Luz Hospice Foundation), Greater Tucson Leadership and Tucson Center for Balance. A 2014 Greater Tucson Leadership graduate, she continues working with the program's annual cohort and community leaders, and she also currently serves as President Elect on the organization's Board of Directors. Karyn also lends her expertise to the Life Beyond the Books program for middle school-age children in Tucson.

Karyn loves to spend time with her two grown children. In her free time, you can find her hiking, kick-boxing, golfing, enjoying local theater, comedy and music or reading on a beach.