Karrissa became a member of the Symbio Financial Partners team in 2018 when Dow Financial Group of Palm Desert, CA was acquired. As a Client Services Associate, she is the lead on processing all annuity and insurance transactions, is proficient in payouts, 529 plan maintenance and RMD calculations. Karrissa is responsible for money movement transactions, client scheduling, account maintenance and providing our clients with a positive overall experience.
Prior to joining the Symbio Team, Karrissa managed an office affiliated with LPL Financial for 25 years. She was responsible for office compliance, account maintenance, handled the transfer of assets, compilation of cost basis information and monitoring account activity. Karrissa gained further experience assisting the advisor with trading, model analysis and preparation of financial plans.
Karrissa is a native Southern Californian originally from Newport Beach and currently resides in Palm Desert. In her spare time, she enjoys road trips, visiting National Parks and geocaching. She loves gardening, hiking, mountain biking and spending time with her teenage daughter and her three cats.