Karalee began her career in finance at Morgan Stanley in 2009. She joined UBS in 2014 and brings an invaluable perspective to clients as a Certified Financial Planner™. Having worked with many of the firm's top clients, Karalee specializes in comprehensive wealth management. Through goals analysis and cash flow planning, Karalee is able to deliver to clients the most effective wealth management plan to meet their objectives. 

Karalee is a native to Mississippi where she received her Bachelor's degree from Mississippi College. After moving to Colorado in 2008, she earned her Master's Degree in Business Finance from Regis University. Outside of the office, Karalee and her family are involved in charity organizations that center around health care and education. Being the daughter of a missionary, Karalee traveled to many third world countries as a child helping to bring medical and educational resources to rural areas.

AK, AZ, CA, CO, DC, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY