Placeholder image
Client Concierge

Karla Dunne

“I align myself with the core values of honesty, kindness, generosity, and dependability, which perfectly align with LeConte’s core. The most rewarding aspect for me is the opportunity to continuously learn and utilize that knowledge to help others. Working at LeConte provides me with that platform. I have the privilege of hearing unique stories, connecting with individuals, and delivering personalized service that exceeds expectations.”

Karla is an invaluable member of the LeConte team, having joined us in February 2022 with over ten years of experience in customer service and management. As a Client Concierge, Karla plays a crucial role in delivering exceptional service and making a significant impact on our clients’ lives.

Driven by her commitment to excellence, Karla upholds core values of honesty, kindness, generosity, and dependability in all aspects of her life. These values guide her actions and ensure that our clients receive the highest level of care and support. She is dedicated to exceeding expectations and providing a truly personalized experience for each client.

With a strong educational background and extensive professional experience, Karla is well-prepared to understand and address the unique needs of our clients. She holds the Certified Manager of Community Associations (CMCA) designation in property management and has completed various compliance and customer service certification programs throughout her career.

Karla finds great fulfillment in giving back to the community. She actively volunteers for activities and events at her children’s school, cherishing the opportunity to connect with them and make a positive impact on their lives. Since moving to Tennessee, Karla is enthusiastic about increasing her community involvement and contributing to local initiatives, demonstrating her genuine commitment to making a difference.

Residing in Maryville with her husband and two children, Karla shares a love for outdoor activities such as boating, fishing, and exploring the Smokies. Outside of work, she prioritizes quality time with her family, engaging in outdoor adventures, and creating lasting memories.

Please enter video URL.
https://lecontewealth.com/wp-content/uploads/2024/03/Karla-Mugshot-e1710508022784.jpg

GET IN TOUCHContact Karla

Address
703 William Blount Drive,
Maryville, TN 37801
Phone
(865) 379-8200
Check out our writings

Financial Friction

Blog Posts
bt_bb_section_top_section_coverage_image
Your Investments Aren’t Always Your Top Priority
Your Investments Aren’t Always Your Top Priority
The markets are reaching new highs, and interest rate cuts seem imminent. The political volume is 11/10, which might surprise our summer interns who expect the phones to light up with client inquiries. Spoiler alert – at LeConte, they don’t. When we apply the four core aspects of Purpose Built Planning to a client’s dreams,...
The Cost Of Customer Service
The Cost Of Customer Service
I consider myself someone who stays current with modern technology and new ways of doing things. However, sometimes these changes aren’t always beneficial for the end user. One of my biggest gripes as a consumer is self-checkout lanes. Many major retailers have adopted this self-service model for their checkout process. When I only have a...
A Piece of the Pie
A Piece of the Pie
A few weeks ago, I hopped on a call with my independent insurance agent as my auto policy was up for renewal. I expected a rate increase due to a fender bender in our household earlier this year, but I was still surprised when I saw the 36% hike in our auto policy renewal. I...
Declaring Independence
Declaring Independence
In April 1775, the first shots of the American Revolutionary War were fired at Lexington and Concord, marking the beginning of a taxing journey toward independence. This pivotal moment in history not only laid the foundation for the birth of a nation but also offers timeless lessons for those seeking financial independence, particularly those who...
LeConte Wealth ManagementHeadquarters
We have an open door policy. Give us a visit.

703 William Blount Drive,
Maryville, TN 37801
Get in touchLeConte Social links
We participate in the online community. Connect with us.

Copyright 2024 LeConte Wealth Management LLC. All rights reserved.

Advisory Services offered through LeConte Wealth Management, LLC., An SEC Registered Investment Adviser.