Client Services Administrator
Karlee started working at HHM Wealth in 2015. In her role, Karlee supports both our clients and wealth management teams. From preparing, assembling and reviewing documents, contacting and responding directly to client and associate requests, Karlee ensures accuracy with all account related administration and facilitates trades and other needs for client portfolios.
In college, she was a member of Campus Crusade for Christ as well as an active volunteer for Susan G. Komen Race for the Cure and Cannan Children’s Home.
Before settling in Chattanooga, Karlee lived in five different cities and travelled all over the world. Her most memorable destination was Ethiopia, where she interned with the non-profit organization Out of the Ashes, providing education, medical care, and additional aid for children.
Outside of work she likes going to the park with her dog, Murphy, and meeting new people.
Karlee is a graduate of University of Tennessee at Chattanooga where she studied Political Science with an emphasis in Public Administration and Non-Profit Management.