As our Office of Supervisory Jurisdiction (OSJ) Branch Manager, Karey is responsible for ensuring that all Affinity’s advisors and staff stay within compliance of all federal, state, and FINRA rules and regulations. Karey serves as the Chief Compliance Officer of Affinity. Licensed to sell life insurance, she is also an Accredited Investment Fiduciary®, a designation earned from the Center for Fiduciary Studies™. We keep Karey pretty busy.
When not at work, Karey serves on the board for Just Food; the food bank in Douglas County, supplying more than 40 partner agencies with food donated from community drives.
- Bachelor of Arts in Anthropology, The University of Kansas
- Accredited Investment Fiduciary®
- Series 6, 63, 65, 7, 24, 53 registrations
Memberships and Board Positions
- Treasurer of the Board, Just Food