Our Team

Karrie Ghezzi

Sr. Client Service Associate

Karrie Ghezzi

Karrie has over 28 years of experience in the financial services industry and has managed several Registered Investment Advisor practices. Her attention to detail, dedication to the clients and her caring manner makes her an ideal Client Service Associate.

Karrie spent 2 years at the University of Wisconsin Milwaukee.  She thought she wanted to be a nurse but realized it was too depressing for her. But an opportunity to get into the investment industry arose just in time.

Karrie jumped at the chance, worked very hard from day one, and has never left the industry since.  She found her true calling, helping others.

Karrie Ghezzi

Karrie recently relocated back to the Midwest to be closer to her family. She lives in South Milwaukee with her son Ryan and her two small dogs Taffy and Milo — both were rescued from SPCLA. She enjoys spending time with family and friends.  Karrie loves traveling to warm sunny places, working out at the gym daily.

TV show: NCIS New Orleans
Band/musician: Tom Petty, Stevie Ray Vaughan, Jimi Hendrix
Food: Greek & Mexican
Movie: Cinema Paradiso
Childhood memory: Taking the train up north with my grandma
Sport: Football
Sports Team: Green Bay Packers
Athlete: Brett Favre
Board game: Scrabble
Charity: Doctors Without Borders
Dessert:  Frozen custard
Place to visit: Puerto Vallarta