Karlee is a client relationship manager at OneDigital Financial Services. She was born and raised in Greensboro, North Carolina, and a graduate of Appalachian State University, where she earned her degree in Finance and Banking with the highest honors.
She began her career in financial advising after graduation and works with individuals and qualified retirement plans to provide clear, thoughtful support tailored to each client’s goals. Karlee is known for her integrity, clear communication, and relationship-driven approach. She focuses on building trust through consistency, transparency, and personalized service, helping clients feel confident in their financial decisions.
Outside of work, she enjoys coffee with friends and family, serving in her church and college ministry, playing volleyball, traveling, and discovering great food.
