Karen began her career in the financial services industry in early 2008. She attended the University of South Alabama and graduated Cum Laude with a Bachelor of Science degree in business administration. Her major was finance and has spent time studying the financial market since 2004. She holds the Series 7 and 66 licenses.
After completing the required coursework at the College of Financial Planning, she received her CERTIFIED FINANCIAL PLANNER™ certificate. The multi-year CFP® program entails in-depth courses, training, and comprehensive examinations in all areas of financial planning including investments, taxes, insurance, estate, and retirement planning.
Outside of work, Karen is the mother of two young boys, Bentley and Pierce, who manage to keep her life fun and full of surprises. She has lived in Spokane most of her life and is proud to call it home. She is actively involved in Northeast Kiwanis, loves to help around the community and learn what the community is doing to make Spokane a great place to live.
Aubrey began her career in the financial industry in 2008 with U.S. Bank. In 2012, she joined the Trust and Wealth Management Group. As a wealth management trust advisor, she assisted clients with investment, trust and estate planning. Aubrey joined RBC Wealth Management in the spring of 2019 to focus on helping clients achieve their long-term goals through wealth planning.
Aubrey graduated from Eastern Washington University with a Bachelor of Arts degree in business administration. She holds an Accredited Wealth Management AdvisorSM designation from the College for Financial Planning. She has passed the Series 7 and 66 exams.
Aubrey was born and raised in Spokane, Washington. She continues to reside in Spokane, where she and her husband are raising their family. Aubrey is an active member of the Junior League of Spokane. In her free time, she enjoys chasing her children and spending time outdoors
