Karina Kopaniecka

Client Advisor


With nearly two decades of industry experience, Karina combines her expertise in finance with a refreshing approach that prioritizes genuine connections and holistic well-being. Beyond the spreadsheets and investment strategies, she is passionate about giving back to her community, volunteering her time to empower others in financial literacy. When she’s not crafting tailored financial plans, you can find her hiking the trails with her beloved dog, Lupo, exploring the great outdoors and finding inspiration in nature. Karina believes that financial success is not just about numbers—it's about living a fulfilling life.