Karli works alongside Senior Advisors and the TD Ameritrade Service Team to help clients meet their unique goals and objectives through the daily service she provides maintaining their accounts. She has particular interest and talent in the field of finance but a true passion for working with people and being whatever resource she can to make their experience better, which makes her not only a great resource to our team, but even more so to our clients.
Karli is a graduate of the University of Minnesota Duluth (UMD) where she earned her Bachelor of Business Administration in Financial Markets-Finance and a minor in art history. She was also a member of the widely respected Financial Markets Program.
When she is not working, Karli loves spending time with her family and friends, as well as painting, reading, playing volleyball, being outdoors with her dog, and traveling.
Favorite quote: “What would life be if we had no courage to attempt anything?” –Vincent Van Gogh