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Karissa Goessl


Director of Operations

Karissa was born and raised in Syracuse, New York as the youngest of two children. She developed a strong interest in the finance industry in her teenage years after seeing and experiencing the economic struggles of her own family. This gave her the drive to start her career and learn more about how she could help others. She attended Le Moyne College in New York, where she completed a BS in business with a concentration in finance and business analytics. 

After leaving school, she started her career in 2013 at a well-known broker-dealer. During this time, she earned her securities license and spent many years working on various trade desks. This allowed her the opportunity to work with and speak to many financial advisors. It was through her close interactions with them that she realized she wanted to work directly with clients to help them achieve their goals through financial planning. 

Once Karissa found the opportunity to become a part of the Williams Asset Management team as a client service associate, she relocated to Maryland. During the summer of 2022, Karissa transitioned to the role of Investment Operations Specialist. Karissa has a strong work ethic and is dedicated to increasing her knowledge of the financial services industry to better enable our clients to reach their goals. 

As the Director of Operations, Karissa plays an integral role in the financial planning process. Working with our associate financial planners and financial advisors, she helps the team provide first-class client service and operational support.

Karissa currently lives in Howard County with her son, Stanley. In her free time, she enjoys reading, baking, and going on adventures with Stanley.