As a Managing Partner of 20/20 Financial Advisers Houston, LLC, Karin offers investment and securities products and services through her relationship with Private Client Services and comprehensive fee based investment and personal financial planning services for business owners and retirement income planning strategies for individuals through her relationship with 20/20 CMI. She focuses on retirement planning, insurance planning, asset allocation and investment planning, debt management strategies, and cash flow management through her registration with Private Client Services. Karin has twenty years of experience in the financial services industry. Karin has earned a Bachelor’s degree in International Business from The American University in Washington D. C.

 

Additional Information:

Former Board Member of the National Association of Insurance and Financial Advisors (NAIFA) Houston

Member of the Greater Houston Builders Association

Junior Achievement Volunteer: teaching elementary children a course on work readiness, entrepreneurship, and financial literacy.

Member of Memorial Drive Presbyterian Church

Karin has lived in Houston since 1992. She resides there with her husband, Matthew, and three active children.

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (PCIA) or 20/20 Capital Management, Inc (20/20 CMI), affiliated federally registered investment advisers. PCIA and 20/20 CMI are under common control. PCIA: 6201 College Blvd., Suite #150, Overland Park, KS 66211. 20/20 CMI: 940 South Coast Dr, Suite 110, Costa Mesa, CA 92626. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC.

Locations Served

Houston, TX

11700 Katy Freeway
Suite 630
Houston, TX 77079

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