Financial freedom and legacy are achievable with the right plan, knowledge, and discipline. Karissa is here to work towards a strategy to fit your specific personal finance goals. Karissa was drawn to Dave Ramsey’s common sense approach in personal finance because she understands how debt can trap people in a vicious cycle. Like Dave Ramsey, her aim is to simplify the process of building wealth to meet and exceed goals for yourself, your family, and generations to come. Wealth is funded contentment and she looks forward to helping you map out the future you envision. Oftentimes in the finance industry, explanations are complicated, and investing trends come and go. Not knowing how to start or what direction to go can be the biggest hurdle to overcome. At SmartPro, we guide you through any uncertainty, making things easy and clear. Karissa’s patience and expertise along with good communication make her a great teacher: the main pillars of a SmartVestor. With her upbringing in a personal finance focused family, involved with a well-known national financial company, she was inspired through the many seminars she attended and had an early start to education in all matters financial. She went on to pursue her degree in international business and likens running your household to running a small country or a corporation of which you are the president or CEO. Karissa dedicates her time to understanding the nuances of each client’s personal financial situation and helps them reach their unique goals in the areas of investment management, debt management, and retirement and estate planning.
Karissa is proficient in Spanish and German. In her free time, she teaches fitness classes as a certified instructor and enjoys cooking with her husband who is a professional chef and restaurateur. With 4 Basset Hounds in the house, they are always in good company. In addition, she enjoys classic cars and recently started her collection with a fully restored 1979 Camaro Berlinetta.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Please reference your advisor's specific bio page on this website, for specific states they are licensed as Registered Representatives in.Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated. For Advisory services, this communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.