Karina brings over 15 years of operational and client-service expertise to the Heritage Team, the majority of which has been focused exclusively on the wealth management sector.

While Karina’s role leans heavily on her strong foundations of exceptional service, operational efficiency, and seamless execution, it’s her gift for building lasting relationships that truly sets her apart. This ability both empowers the team’s advisors and elevates the client experience for all under the Heritage Team’s care.

Outside of work, Karina lent her creativity as a co-founder of a local craft cocktail bar launched in 2022, contributing to its concept and early development before stepping away following its successful launch. She enjoys cooking, Pilates, and spending time with her family.

Karina lives in Brookfield, CT, with her young son.