Charissa A. Konz

Practice Business Manager

Charissa Konz grew up in Iowa and went to the University of Iowa and graduated with her B.A. in Finance. She raised her family in Omaha, Nebraska and moved to Naples in 2018. She has always loved the investment industry and has a genuine interest in helping people manage their wealth and educate them in their financial well-being. Her strength is meeting clients wherever they are in their financial planning journey and helping them realize their goals and objectives. She has two children and enjoys yoga and tennis.

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