Karris, @licensedkay, Daniels has worked in the Financial Industry since 2005.

Spending 10 years in the Banking Industry, Karris held every position thinkable.

Starting as a Teller, Karris had a passion for Money Management while attending Cal State Dominguez Hills as a Mathematics Major. 

Karris then embarked on a decade long journey maximizing her experience in finance. She was promoted to Personal Banker, where she earned her NMLS registration assisting clients with Home Mortgage Loans, Equity Lines and Loans, and Small Business Financing. Her stellar performance and service gained her an opportunity to become a Banker Trainer, in which she coached bankers and taught them how to attain the same success she had while committing to helping families.

Stepping back into a Branch Role, Karris successfully earned her Series 6, Series 63 and Life Insurance Licenses to become a Licensed Relationship Banker. This put Karris in an advisory role, and allowed her to manage the Retirement and Investment Accounts of her clients and ensure they are accumulating wealth. 

Karris was then asked to step into a Management Role and became a Branch Manager of a Branch. She utilized her knowledge, experience, and skill to successfully train her bankers.

In 2018, Karris attained her Bachelor's of Science in Business Finance & Accounting from Southern New Hampshire University.

Today, Karris uses her knowledge and experience to assist families with their personal finances and accounting needs. This includes Life Insurance, Investments, Tax Preparation, among other services. 

Using her passion for Training others, Karris teaches others how to gain the same licenses and certifications she has attained and build wealth for themselves as well.