Executive Assistant

Karan was born and raised in the Pacific Northwest where she lives with her husband & high school sweetheart, Steve, of over 30 years.  He continues to keep her laughing, so she’s decided to keep him.  Time has literally flown by (since they are having so much fun)!  Karan has 3 kids, Thailan, Mia & Quinn, as well as a bonus daughter (in-law), Amy.  Karan looks forward to grandkids one day…In the meantime, she enjoys spoiling her dog, Millie Jean & cat, Cooper.  She works as an Executive Assistant to our advisors and takes pride in building strong client relationships & scheduling all client meetings, with the primary goal of always putting the client first.  Karan also manages the preparation of meeting materials, so that the advisors are happy & well prepared.  She truly enjoys connecting with & helping others.  Karan has a positive, upbeat, “can do” attitude and is thrilled to be part of such a great team, with such amazing clients.

When Not Working

  • Family, Friends, Fun & Adventures
  • Camping, Fishing, Hiking & Biking
  • Travel
  • Yoga
  • Baking
  • Music
  • Games
  • Nature
  • Plants