Director of Business Development
Born in Tennessee, Karie moved with her family to the San Francisco Bay Area when she was just a teenager. She is an alumnus of California State Fullerton and for many years designing custom cabinetry for a small firm in Southern California before moving into the Insurance Business. She was fortunate to work for a large insurance carrier before establishing her own insurance business. Karie credits owning her own business with shaping her holistic vision of business.
She has worked in the Operations department of Align Wealth Advisors for the last year and has recently transitioned to Director of Business development, where she hopes to expand our client family through innovative and strategic marketing.
Karie holds Life & Health, Property & Casualty Insurance Licenses for the State of California. License number 0I70266.
Karie currently resides in Laguna Niguel with her husband and two children. She is a published author and passionate football and softball mom. Karie co-authored the Financial Survival Handbook: The 4 Steps to Financial Survival with Nicholas Yrizarry last year.